Client Properties. . . Add/Remove Module(s)

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

The Add > Remove Module(s) dialog allows you to select the CSA module(s) available for the selected client.

From the File > New Client dialog or the File > Client Properties dialog, click the Add > Remove Module(s) button. Mark the checkbox for each CSA module you want to use when processing data for this client.

Special information

  • For after-the-fact payroll, mark the checkbox for the Payroll Compliance module.
  • For live, calculating payroll, mark the checkbox for Payroll CS and the checkbox for the Payroll Compliance module.

For licensed users of Accountant's Assistant

  • If you are setting up a CBS client, you must mark both the General Ledger module checkbox and the Payroll Compliance module checkbox. Selection of other CSA modules is optional.
  • If you are setting up a client from whom you will be importing QuickBooks data, you must mark the General Ledger module checkbox. Selection of other CSA modules is optional. See Setting up a CSA client for QuickBooks Pro data import.

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