New Client or Client Properties [File menu]

Alerts and notices

Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

The New Client dialog and the Client Properties dialog are identical.

To add a new client to Creative Solutions Accounting, choose New Client from the File menu.

To update general information for an existing client, open that client and then choose Client Properties from the File menu.

Client password

For client security, you may wish to assign a client password for this client. (Note, however, that a master password user has the ability to restrict access to the Assign Client Password dialog.)

Click the Advanced Properties button on the General Information tab of the File > New Client dialog or the File > Client Properties dialog, and then click the Restrict Access tab.

Tabbed pages in this dialog

General Information tab

General Ledger tab

Trial Balance tab

Payroll tab

Calculating Payroll tab

Client Properties > Direct Deposit tab

Fields & buttons

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