Finding answers to your Client Bookkeeping Solution questions

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As of June 1, 2017, Thomson Reuters no longer provides support or application updates for Client Bookkeeping Solution. If your client continues to use CBS, see Importing CBS transactions data from a Microsoft Excel spreadsheet into Accounting CS.

The primary documentation for the Client Bookkeeping Solution (CBS) modules is provided in the help topics, which are installed with CBS on the client’s local machine or network. Details on accessing the help topics from within CBS.

Our Help & How-To Center offers quick access to topics from the CS Professional Suite Knowledgebase. From this location, you can find details about using CBS and helping clients with questions they may have about using CBS, such as procedures for completing tasks, tips for increasing productivity or troubleshooting issues, alerts about timely issues, and more.

Searching for information in the Help & How-To Center

The most efficient way to find answers to your questions is to take advantage of the robust search engine upon which the Help & How-To Center is built: the Google search engine. When searching for information in the Help & How-To Center, you can use the same strategies you use when you use Google to search for general information on the internet.

From within the Help & How-To Center: Use the search field near the top of a topic. Simply enter a search term or phrase and press ENTER to see a list of related topics that apply to Client Bookkeeping Solution.

Sample searches

To see how easy it is to find information in the Help & How-To Center, try these sample searches, which feature common questions for Client Bookkeeping Solution and tips on narrowing your search if you’re getting too many results.

  1. First, let’s look for knowledgebase topics on Client Bookkeeping Solution. Enter applying a payment in the search field near the top of this topic and press ENTER.
  2. In the search results page, click the Entering and applying payment to an invoice link to open that topic.
  3. Now, let’s explore how to narrow a search. From within the open Entering and applying payment to an invoice topic, enter layouts in the search field and press ENTER.
  4. In the search results page that opens, note the large number of topics retrieved. Rather than scroll through the list, let’s look specifically for information on layouts for invoices by adding invoice after layouts in the search field and pressing ENTER. The search results page now lists only those topics that apply to both of the search strings you entered.
  5. Click the Search Tips link next to the search field to open Google’s "Search Tips" document, which provides additional strategies for effective searching.
  6. Click your browser’s Back button to return to the search results page.

Additional features for finding information

If you’re struggling to find what you’re looking for through a standard search, the Help & How-To Center includes the following features that might help.

Accessing help from within Client Bookkeeping Solution (CBS)

The help topics that can be opened directly from CBS provide detailed information about learning and using the CBS modules.

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