New Client or Client Properties > General Ledger tab

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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.

Fields & buttons

Top of page

Related topics

Client setup overview

Chart of Accounts mask: special information and examples

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

Top of page

Share This