Comparing terminology and setup between CSA and Accounting CS

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

The purpose of this topic is to help clarify the new terminology within Accounting CS, which has some screens that contain similar information to windows within CSA but that are named differently. Below is a list of window names within CSA and their corresponding screens in Accounting CS. After the Accounting CS screen, links to Accounting CS topics to assist with the setup in ACS.

CSA Name Accounting CS Name
Checkbooks Bank Accounts
Transactions Enter Transactions
Bank Reconciliation Reconcile Bank Accounts
Select Period to Process Change Posting Period
Account Groups Account Groupings
Sample Companies Client Templates
Tax Code Account Groupings Custom Tax Codes
Locations/Departments Account Segments
Automatic Journal Entries Transaction Templates
Transfer Client Information Transfer client information
Balance and Transaction Utilities Edit Multiple Transactions
Balancing Entry Check Summary Memo

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