Frequently asked questions (CSA)

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Creative Solutions Accounting (all modules)

Verifying your screen resolution

Installing trial licenses

Troubleshooting client database issues

When the CSA software is installed on a network location

Viewing the help topics when using dual monitors

Searching within drop-down lists

Displaying the client shortcut bar

Exporting reports to Microsoft Excel or printing reports to a file

Using the Transmittal Letter Editor

CS Connect (CSA)

Troubleshooting tips for CS Connect

Write-Up CS

Accountant's Assistant (for Client Bookkeeping Solution Master Licensees), including import from BusinessWorks, Paychex, Peachtree, or QuickBooks Pro

After-the-Fact Payroll

Bank Reconciliation

General Ledger

Financial Statements

Integrating data from CSA with UltraTax CS

Payroll CS

Calculating payroll processing in Payroll CS

Direct Deposit module

Payroll Reporter module

Trial Balance CS

Trial Balance CS

Financial Statements

Integrating data from CSA with UltraTax CS

Engagement CS

Engagement CS

Trial Balance CS

Financial Statements

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