Setting up the employer account in the Direct Deposit module

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

  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.

Share This