Balance Definitions [Setup menu]

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.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 Balance Definitions dialog to edit the three of the four types of balances, Report, Tax, or Other (Report, Tax and Other are three of the five reporting bases used in reports and financial statements for Trial Balance CS clients). In theView Maintenance dialog, you can select balances defined in this dialog to display in theTrial Balance window.

Choose Setup > Balance Definitions.


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