Generating an accountant’s transfer file for the client Accountant’s Assistant allows you to select the CSA information to
include in the accountant’s transfer file for your clients.
When you finish setting up details in Accountant’s Assistant, you will
need to generate an accountant’s transfer file containing the client’s
initial setup files.
1. In Accountant’s Assistant, choose Tasks / Generate, or click the
Generate
icon on the shortcut bar.
2. In the Generate Client Information dialog, highlight the type of
information to include in the left pane and click the Select button.
For the initial setup, you must select at least the following items
(depending on the add-on modules selected).
