Setting up the Help from Accountant file for a CBS client

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

Overview

If you have specific information that your clients need to know (such as how to distribute certain kinds of checks or common deposits, how to transmit the export file, which reports you want the client to send to you along with the export file, and so forth) you can provide a custom help file to supplement the comprehensive help that is already available in CBS. The client can access the custom help file in CBS by choosing Help > Help from Your Accountant in CBS.

You can save the file in any format (such as HTML, RTF, DOC, TXT, etc.) that can be easily read by the client.

You must name the file AcctHelp.*, where * represents the file extension applicable to the file format. Follow these steps to include a custom help file:

Procedure

  1. Use any word processing application to create a file that includes the information you want to share with your clients. This file is client-specific, so you may set it up individually for each client. If you wish, you can also copy generic information from client to client.
  2. Copy the help file onto a formatted floppy disk or to a different folder from the Accountant's Transfer File on your hard drive. If you are using a disk, make sure to date it and label it with the client's ID if the information is client-specific.
  3. Take or send the setup file to your client's office when you install CBS on your client's computer. During the installation process, mark the Install your accountant's setup files for Help (optional) checkbox.

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