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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Use the Roll Forward Options page of the Roll Forward wizard to specify how you want to handle the workpaper assignments and staff privileges during the Roll Forward process.

Choose File > Roll Forward to open the Roll Forward Options page of the wizard.

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Procedures in Engagement CS

Roll Forward [File menu]

Rolling forward the cash flow worksheet

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