Setup > Chart of Accounts

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Before you can begin processing for a client using the General Ledger module, the Financial Reporter module, or both, you need to define the client's Chart of Accounts and enter the beginning balances for the accounts. Once the account structure has been set up, you may begin entering transaction information.

Return to Client setup overview (Write-Up CS)

Related topic: Chart of Accounts [Setup menu]

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