Select Transactions to Generate dialog

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

This dialog opens automatically if you choose to transfer adjustment transactions back to your CBS or QuickBooks client.

This procedure can be performed only once for each set of available transactions. After you complete the process to generate files for this client, transactions are no longer listed in this dialog.

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Related topics

Effect of transferring and retrieving CBS client information

Transferring transactions from CSA to QuickBooks

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