Adding Trial Balance CS for an existing Write-Up CS client

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 File > Client Properties dialog, click the Add/Remove Module(s) button.
  2. In the Add/Remove Module(s) dialog, mark the Trial Balance CS checkbox and then click OK to return to the Client Properties dialog.
  3. Click OK.

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