Consolidate Clients [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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

The Creative Solutions Accounting software enables you to consolidate selected clients into a single (parent) client that has already been set up and flagged as a Consolidation Client.

First you must create and save the Consolidation Client (by marking the Consolidation Client checkbox on the General Information tab of the File > New Client dialog or the File > Client Properties dialog, to flag it as the parent client). When you are ready to begin the consolidation, open the Consolidation Client and then choose Consolidate Clients from the File menu.


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Related topics

Overview of client consolidation

Overview of client consolidation with account balances Only

Consolidating clients

Combining employee information during client consolidation

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