New Client or Client Properties > General Ledger tab

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

To enter or modify client setup information for the General Ledger, click the General Ledger tab of the File > New Client dialog or the File > Client Properties dialog. Properties available from this dialog include: processing and period options, years of balances and transactions to save, references, journal entry options and choice of entity type.

After initial setup, changing the starting check number and/or the balancing entry reference is not recommended.

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Related topics

Client setup overview

Chart of Accounts mask: special information and examples

CSA Guide to Working with Location/Department Clients (PDF)

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