Managing information in the CBS Master License

Alerts and notices
Getting started
Contact us
Leave feedback

Internal Employees: Submit feedback using the new SharePoint request form

Please rate this topic.

Excellent    Good    Average    Poor

Did you find the information you need?

Yes    No

Name (optional):

 

Leave this blank:

Please tell us how we can make this topic more helpful.


Characters left:

Important!

Due to the discontinuation of support for Client Bookkeeping Solution on June 1, 2017, we have removed the ability to add hosted CBS clients.

Your firm’s NetFirm CS administrator can add hosted CBS client companies to and remove client companies from the CBS Master License at any time. In addition, the administrator can change a client company’s CBS type from local to portal or from portal to local.

Click a link below to learn how to complete the task.

Related topics

Share This