Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use the Other Options dialog to specify settings if you need to transmit client data to CS Support. Note that the checkbox to the right of the Other button on the CS Connect dialog is automatically marked if any settings within the Other Options dialog are currently selected.
Choose File > CS Connect (or click the 
button on the toolbar). In the CS Connect dialog, click the Other button.
See also: Overview of CS Connect
Fields & buttons
The checkbox to the right of the Other button on the CS Connect dialog is automatically marked if any checkboxes within the Other Options dialog are currently selected.
To specify that you want to do any of the following during your next call to CS Connect call, mark the appropriate checkbox(es):
- Credit card/Update credit card on file.
Note: Please note that this feature is no longer available via CS Connect. To modify credit card information on file with Thomson Reuters, please visit the My Account page of our website at CS.ThomsonReuters.com/myaccount.
- Support/Transmit client data to CS Support.
To prepare the client data prior to the CS Connect call, choose Help > Repair, highlight the appropriate client in the listing on the Clients tab, and then click the Send Via CS Connect button.
CREATIVE SOLUTIONS ACCOUNTING
