Setting up transaction information for a GL 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.

After first setting up the client's Chart of Accounts, you can set up the areas of the application pertaining to transactions. (For more detailed information about using the active window or dialog, press F1 or CTRL+F1.)

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