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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

For licensed users of the Payroll CS Direct Deposit module: Use the Direct Deposit tab of the Checkbook Setup dialog to define general direct deposit information for a selected client checkbook.

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Related topics

Payroll CS Guide to Handling Direct Deposit (PDF)
This guide includes an extended example describing the client setup and processing steps for direct deposit.

Checkbook [Setup menu]

Setting up a client for direct deposit

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