Specifying file locations for Generate and Retrieve procedures in Accountant's Assistant

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

  1. Choose Setup > File Locations to open the File Locations dialog.
  2. Enter the default paths for the Generate and Retrieve commands. When you choose these commands from the Accountant's Assistant Tasks menu, these paths specify where the application looks for the appropriate files.

    If your firm maintains a website, enter the website address (or URL) in the Accountant's web page field.

  3. Click OK.

Return to: Setting up a CBS client - steps in CSA, Accountant's Assistant, and CBS

Return to: Overview of CBS client setup and processing

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