Account Groups [Setup menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

In CSA, Account groups enable you to easily collect information for reporting purposes. They allow you to set up financial statements that can be used with every client even though each client may have a different chart of accounts.

Example: The account group Cash for client A includes accounts 100-199 and for client B the Cash account group includes accounts 1000-1099. Both clients would be able to use the same financial statement if Cash is used to define a row in the Financial Statement Editor.

From the CSA main window or the Financial Statement Editor window, choose Setup > Account Groups.


  • The application enables you to assign one or more account groups (as well as individual accounts and/or ranges of accounts) within another account group.
  • To prepare a report of the account group assignments for the active client, you can print or preview the Financial Statement Setup Listings report from the File > Print Reports dialog.

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Special information

When the Account Groups dialog is active, the following special commands are available from the F3 or right-click context menu.

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Fields & buttons

Accounts tab

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Related topics

Account group naming standards

GL account groups used for CBS Financial Statements

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