Setting up the employer account in the Direct Deposit module

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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. In the CSA main window, choose Setup > Checkbook.
  2. In the Checkbook Setup dialog, select the checkbook to which you want to add the direct deposit, and then click the Edit button.
  3. Click the Direct Deposit tab and then select the name of the applicable withdrawal (client) bank, account type, and status from the drop-down lists.
  4. Click the Enter button to save the information, and then click the Done button to close the Checkbook Setup dialog.

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