QuickBooks Pro: Generate Information [Setup 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.

Accountant's Assistant is provided with the CBS Master License.

If you intend to transfer payroll information (payroll journal entries or payroll transactions) back to your client to update information in QuickBooks Pro, you may use this dialog to specify settings for those transfers.

From the Accountant's Assistant main window for QuickBooks, choose Setup > Generate Information.

Note: To obtain QuickBooks bank account information for the drop-down list in this dialog, be sure to retrieve the client's data from QuickBooks Pro at least once prior to transferring payroll information back to the client.

See also: Transferring transactions from CSA to QuickBooks 2006 or higher

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