Close Client [File menu]

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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.

To close the client database you have been working with, choose Close Client from the File menu.

Notes

  • Each transaction you record from a data-entry window is automatically saved to the client database file when you click the Enter or Done button or move to a different record. After completing a data-entry session, you should save a backup copy of the client database. (Choose Backup from the File menu).
  • Creative Solutions Accounting allows you to work with only one company database at a time. If you open client B while client A is already open in CSA, The application automatically closes the database for Client A.

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