Accounting CS Installation Toolkit

Follow the steps in this guide to ensure that the Accounting CS installation is successful and to help prevent issues operating the program.

If you are licensed for both Workpapers CS and Accounting CS, follow these instructions to install Accounting CS; you will access Workpapers CS from within the Accounting CS program. 

If you are licensed for Workpapers CS only, see the Installation Toolkit - Workpapers CS.

Pre-installation requirements

Before installing, complete the following items:

You need to sit at the server where the SQL database resides or will reside. You are responsible for determining which server that is; consult your IT professional if you are not sure about the location of your SQL database.

For more information on this topic, see How to determine your user account type in Windows External link . ( What's this?)

This icon appears alongside links to resources that are not developed or maintained by Thomson Reuters. We provide access to these resources for your convenience, but we are not responsible for their accuracy. If you need additional assistance, please consult your qualified technician and/or the vendor who developed the resource.

For more information on how to configure your antivirus software, see Antivirus guidelines for CS Professional Suite applications.

Do not temporarily disable your antivirus as an alternative to setting the recommended exceptions. Many antivirus programs continue to run after being disabled, which means that installation issues can occur. If you do have success installing with a disabled antivirus, re-enabling the antivirus could cause issues updating the program, as well as slowness operating the program and data loss.

For more information on how to configure your firewall, see Firewall guidelines for CS Professional Suite applications.

Do not temporarily disable your firewall as an alternative to setting the recommended exceptions. Many firewalls continue to run after being disabled, which means that installation issues can occur. If you do have success installing with a disabled firewall, re-enabling the antivirus could cause issues updating the program, as well as CS Connect errors and slowness.

For more information about permissions, see Permissions guidelines for the CS Professional Suite.

Install SQL

Accounting CS works with both SQL Express and fully licensed versions of SQL. To see all the supported versions of SQL, see Accounting CS System Requirements. You can choose to install SQL any of the following ways:

  • Run the Accounting CS Setup to install SQL Express 2014; the Accounting CS installation comes packaged with SQL Express 2014 and you can choose to install it during step 2 of the Accounting CS Setup. For instructions, skip to the "Accounting CS installer" section and follow the steps through the rest of the article.
  • Download and install SQL Express free directly from Microsoft. For instructions, see Upgrading or installing a Microsoft SQL instance. If you choose this option, review the Configuration requirements section below. Your firm's IT professional is responsible for configuring your SQL instance.
  • Purchase a fully licensed version of Microsoft SQL Server from Microsoft and follow their installation instructions. If you choose this option, review the Configuration requirements section below. Your firm's IT professional is responsible for configuring your SQL instance.

SQL configuration requirements

If you choose to install SQL Express 2014 by running the Accounting CS Setup, you can skip this section. If you are installing using any other method, your firm's IT professional is required to configure your SQL instance as follows: 

  • Use Mixed Mode authentication, not Windows authentication.
  • Enable TCP/IP and Named Pipes protocols.

See SQL Server best practices for CS Professional Suite applications for more recommended configurations and procedures.

Accounting CS installer

Download the installer

The installer is available on the CS Professional Suite download page. You'll need to sign in to your CS Web account to access to the download. After signing in, complete the following steps.

  1. Click the link to download Accounting CS.
  2. Click the Proceed to Download link.
  3. Click the Download Now button.

    If you are given the option to Run or Save the download, choose Save. If you attempt to run the installation file rather than saving it, the program will not install properly and you may have issues moving forward.

Run the installer

Complete the following steps to run the installation file:

  1. Navigate to the folder where the file was downloaded.
  2. Run the accountingcsdownload.exe file.
  3. In the Choose Destination Folder dialog that opens, note the destination. You will use this Destination Folder location to re-run the installation later in the event that you need to restart the server or re-install. We recommend using the default destination. Click Extract to continue.
  4. If you receive a warning that the destination folder already exists, click Yes to overwrite the existing files; the files are not configurable so it's ok to overwrite them.
  5. Once the extraction is complete, the Accounting CS Setup will automatically open.

Complete the Accounting CS Setup

The Accounting CS Setup opens automatically after running the installer as described above. You can start the Accounting CS Setup on its own by browsing to the Accounting CS xxxx.x.x Download folder (where xxxx.x.x is the version of Accounting CS) and running the Setup.exe. The default location for the folder is the C: drive of the database server.

  1. With the Accounting CS Setup running, click Install Accounting CS.
  2. Answer the question on the Welcome to Accounting CS Setup window. You must be sitting at the server where your database will reside, so you should move to that machine if you are not there already.
  3. Review the license agreement. If you agree, mark the I accept the terms of the License Agreement checkbox.
  4. If you receive a Pending Restart Detected window that prompts you to restart, you can choose the third option to Continue without restarting. If you see this warning repeatedly, you will need to restart.
  5. You will be taken to an Installation Steps window. See the next section for the rest of the instructions. Show me.
    installation_steps

Installation Step 1, 2, and 3

The Installation Steps window may appear several times throughout the Accounting CS Setup. Show me.

installation_steps

If Step 1, 2, or 3 has a green checkmark, it means that step is already complete. If you want to go through a step again (for example, to change the Step 1 path where the Accounting CS shared files are installed or to link Accounting CS to a different SQL instance) click the blue link to get to that step. If you click the Next button on this window, you will automatically be taken to the incomplete steps.

Step 1: Select where the Accounting CS Shared Files reside

Use this step to indicate where the Accounting CS shared files are installed. The Accounting CS Shared Files are the system files for Accounting CS; we recommend using the default WinCSI folder. Read the information on the Step 1 window for more tips on how to choose a location. Click Next once you select a location. 

Step 2: Configure Database Server

Use this step to choose which SQL instance to use with Accounting CS or to create a new instance (which will automatically link to Accounting CS). Details on each option are below. 

Choose this option if you have a SQL instance already installed that you want Accounting CS to use. This could be the case if you have a fully licensed version of SQL, if you already use SQL for another program and you want to share the instance, or if you already have a dedicated Accounting CS instance that you need to re-link to.

If you want to use this option, select it and click Next. On the next window, choose the SQL instance you want to use and choose the Connect using Windows authentication option. After this step is complete, move on to Step 3.

SQL 2008 R2: If you are using the Accounting CS 2019.2.0 download and the instance you choose is SQL Server 2008, you will be prompted to upgrade. This is because SQL Server 2008 is no longer supported. To upgrade, click Yes to the prompt. Then, when you see the prompt "Are the applications using the following databases compatible with SQL Server 2008 R2?" click Yes. Finally, click OK to proceed with the upgrade.

Choose this option if you want to use a new Microsoft SQL 2014 Express instance with Accounting CS. This could be the case if you do not have SQL installed, or if you use SQL Express 2014 but want a new instance for Accounting CS.

If you want to use this option, select it and click Next. On the next window, name the instance and click Next. After this step is complete, move on to Step 3.

If you receive a warning that you are on a domain controller, you will need to exit the installation. See Cannot install Microsoft SQL Server on a Domain Controller for information on using Microsoft SQL Server on a Domain Controller.

Step 3: Install Accounting CS on this computer

Use this step to install the Accounting CS desktop icon and create any files necessary to run Accounting CS on the local machine.

  1. Choose Install Accounting CS; despite what the Accounting CS Setup window says, we recommend installing Accounting CS on the database server as a troubleshooting tool. Click Next.
  2. This window is informational only and lists the components that need to be installed on the machine, if any. Click Next.
  3. Wait for the installation to complete. If the installation completes successfully, you will automatically move to the next screen.
  4. If you need to install Accounting CS on other machines in a network, read the instructions on the Accounting CS Setup dialog. You can also find those instructions in Running desktop setup.

Completing the Accounting CS Setup Wizard

When the Accounting CS Setup is complete, you can mark the Run Accounting CS option to start the program. Click Finish. Accounting CS is now installed.

Installation issues

Common installation issues are listed below.

Error: DataSource.xml was not found

Error: "Network resource unavailable" or "AccountingCS.msi file is not valid"

There is a problem accessing the SQL server

Shared files fail to install

Error: Failed to install Microsoft Visual C++ Redistributable Package

Error: Failed to locate OSQL.EXE

Timeout message while updating the Accounting CS database to a newer version

Trending issues and important information are posted on the Accounting CS / Workpapers CS alerts and notices page. If your issue is not listed above, check the alerts and notices to see if your issue is a common one and read about possible solutions.

Was this article helpful?

Thank you for the feedback!