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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Client Listing dialog is a standard double-pane display dialog that allows you to view your client list, as well as to print a list of specified clients.

Open this dialog by choosing Client Listing from the Utilities menu.

See also: Viewing or printing the Client Listing

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