Open Engagement Client [File menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Before you can begin entering or modifying data for an existing engagement client, you first need to open that client's database file.

From the Engagement CS main window, choose File > Open Engagement Client, and then double-click the client you wish to work with.

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