QuickBooks Pro: Generate Information [Setup 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.

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Accountant's Assistant is provided with the CBS Master License.

If you intend to transfer payroll information (payroll journal entries or payroll transactions) back to your client to update information in QuickBooks Pro, you may use this dialog to specify settings for those transfers.

From the Accountant's Assistant main window for QuickBooks, choose Setup > Generate Information.

Note: To obtain QuickBooks bank account information for the drop-down list in this dialog, be sure to retrieve the client's data from QuickBooks Pro at least once prior to transferring payroll information back to the client.

See also: Transferring transactions from CSA to QuickBooks 2006 or higher

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