New Client or Client Properties > Trial Balance tab

Alerts and notices

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.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 Trial Balance tab of the New Client dialog or the Client Properties dialog to specify setup information for a (non-GL) Trial Balance client. Properties available from this dialog include: processing and period options, years of balances and transactions to save, and choice of entity type.

From the CSA main window, choose File > New Client or File > Client Properties and then click the Trial Balance tab.

Note: The Trial Balance tab appears only if the General Ledger module has not been selected for processing the client. Certain fields are available only if both Trial Balance CS and Engagement CS are selected for processing the client.

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