Select Period to Process [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.

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Client data is automatically retained for up to two years - that is, the current year plus the previous year. Use the Select Period to Process dialog to change to a different period when you wish to examine or modify data for an earlier processing period or to advance to a new processing period. You may choose any prior, current, or future period for the open client. The application automatically closes all data-entry windows before displaying the Select Period to Process dialog.

Choose Select Period to Process from the File menu, or click the Select period button button on the toolbar.

Special information

For Trial Balance CS clients

Only net changes of accounts are imported from QuickBooks Pro when you choose Utilities > Import > QuickBooks Pro Account Balances. Therefore, when you close the current period to the next year, be sure to click the Yes button when you are prompted to carry forward balance sheet account balances.

For payroll clients

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