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

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  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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