Setting up a client in CSA

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

/_images/acct_pr/csa/marked_checkbox_shg.gif Trial Balance CS Trial Balance CS

From the CSA main window, begin by choosing File > New Client and selecting Trial Balance CS and the Financial Reporter module.

Click any portion of the diagram below to see more details about the initial steps for client setup.

Trial Balance CS Existing client data New client data Client properties Chart of Accounts setup Additional setup tasks


See also: Chart of Accounts setup (for a Trial Balance CS client)

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