Setup > Account Groups

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Account groups enable you to easily collect information for reporting purposes. They allow you to set up financial statements that can be used with every client even though each client may have a different chart of accounts.

Related topic: Account Groups [Setup menu]

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