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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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
After you have specified the module(s) to use for a new client, the New Client dialog opens. A similar dialog called Properties can be accessed after initial client setup by choosing File > Client Properties. (Press CTRL+F1 for detailed information on using the Client Properties dialog.)
For a Write-Up CS client, or a Write-Up CS plus Trial Balance CS client
(New Client and Properties dialogs appear with General Information, General Ledger, and Payroll tabs)
- In the General Information tab of the New Client dialog, enter your client's identification information.
- Click the General Ledger tab, enter the Current period ending date, and specify the fiscal year end date, period type, and entity type.
- Specify the Chart of Accounts mask for your client.
- Click OK to save the client information and exit the dialog.
For a Trial Balance CS client
(New Client and Properties dialogs appear with General Information and Trial Balance tabs)
- In the General Information tab of the New Client dialog, enter your client's identification information.
- Click the Trial Balance tab and enter the current fiscal year end date, years of balances and transactions to save, and the entity type.
- Specify the Chart of Accounts mask for your client.
- Click OK to save the client information and exit the dialog.
Related topics
Setting up the Chart of Accounts for a Write-Up CS or Trial Balance CS client
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