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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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