Open Client [File menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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

From the File menu, choose Open Client. In the Open Client dialog, select the client you want to work with and then click the Open button.

See also: New Client [File menu] or Client Properties [File menu]

Fields & buttons

Top of page

Share This