Transaction Listing

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 report lists all transactions retrieved from the client. You can choose the sort order and whether to include all transactions, all checks written, or noted transactions only.

From the Accountant's Assistant main window, choose File > Print Reports. In the Print dialog, double-click each report that you want to select for printing or previewing. Highlight the Transactions Report in the right-hand pane and then click the Options button.

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Previewing or printing reports

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