Insert Engagement Document - Custom Workpaper > Account Groups

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

On this page of the Create Workpaper wizard you can mark the appropriate checkbox(es) to select the individual account group(s) that you want to display on your workpaper based on how the client's Chart of Accounts is set up in CSA.

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Related topics

Creating the Chart of Accounts for a Trial Balance CS client

Entering GL account information

Setting up a Chart of Accounts for a Write-Up CS or Trial Balance CS client

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