Checkbook setup: Entering basic setup information for a new 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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Setup > Checkbook to open the Checkbook Setup dialog.
  2. Click the Add button.
  3. Click the General tab and enter the appropriate checkbook setup information. The following fields are required:
    • Description
    • Checkbook type
See also: Checkbook Setup [Setup menu]

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