Setup > Chart of Accounts

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

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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