Checkbook setup: Entering basic setup information for a new Payroll Compliance client checkbook

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

  1. Choose Checkbook from the Setup menu.
  2. In the Checkbook Setup dialog, click the Add button.
  3. Click the General tab and enter the appropriate checkbook setup information for the selected client. The Description field is required.

    You may fill in the remaining fields if desired for the selected client.

See also: Checkbook Setup [Setup menu]

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