Generate [Tasks menu]

Alerts and notices
Leave 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.

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Generate dialog to select the data you wish to send to your client on the Accountant's Transfer Disk. (Note that this information can be transmitted to the client via email or via removable media.)

Choose Tasks > Generate, or click the Generate button icon on the shortcut bar to open the Generate dialog.

When generating the initial setup files for a CBS client, you must select at least the following: License Files, Checkbooks, Security, Chart of Accounts, and Miscellaneous Information for each module relevant for the selected client. After the initial setup, you may transfer just the items that you need to update in the client's application.

Special information

Top of page

Fields & buttons

Top of page

Related topics

Choose Licensee dialog

Generating a Transfer Disk for your client

Transferring transactions from CSA to a CBS client (special details for a CBS Financial Statements client)

Effect of importing accountant's Transfer Disk on the client's files

How balances transfer from CSA to CBS (if setting up a CBS Financial Statements client)

How the date options selected in Accountant's Assistant affect the posting of transactions in CBS (if setting up a CBS Financial Statements client)

Top of page

Share This