Miscellaneous Information > Financial Statements tab

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

If you choose to license your client for CBS Financial Statements, your client can generate interim financial statements using any of the predefined financial statement forms for balance sheet, income statement, cash flow (direct and indirect), and trial balance.

From the Accountant's Assistant main window, choose Setup > Miscellaneous Information. In the Miscellaneous Information dialog, click the Financial Statements tab.

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Related topics

Miscellaneous Information [Setup menu]

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

How balances transfer from CSA to CBS

How the date options selected in Accountant's Assistant affect the posting of transactions in CBS

GL account groups used for CBS Financial Statements

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