Setting up bank information (Impound)

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.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 Utilities > Direct Deposit.
  2. In the Maintain Electronic Transaction Files dialog , choose Setup > Bank Information.
  3. Enter the description, bank name, and routing number for each bank you wish to add.
  4. Click Done to close the Bank Information dialog and click Done again to close the Maintain Electronic Transactions dialog.

See also: Impound overview and procedures

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