Accountant's Assistant Handbook

importing accountant’s transfer disk on the CBS client’s files. 
 
 
 

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Accountant’s Assistant Handbook 
93 
6 
Client Setup in CBS 
Once you generate the initial transfer file, you are ready to set up CBS in 
your client’s office and import the initial setup data to CBS. You need to 
complete the following before you begin the installation process. 
ƒ 
Verify that your client’s computer system meets or exceeds the 
minimum system requirements to install and run Client Bookkeeping 
Solution. The minimum system requirements for CS Professional 
Accounting software products are listed on the Thomson Tax & 
Accounting website at CS.Thomson.com or Go.Thomson.com. 
Note that CS Professional Suite products are designed for 
professional production work. Our system requirements are based on 
the assumption that professional accounting firms and their clients 
replace their computer hardware and operating systems 
approximately every three years. While our software may operate on 
less powerful hardware and operating systems, we do not believe it 
will perform at a level suitable for production work in those 
environments. Of course, as processing speed and RAM are 
increased, software performance will also improve. 
ƒ 
Verify that you have a copy of each of the following for your client. 
ƒ  Client Bookkeeping Solution CD 
ƒ  Client Bookkeeping Solution CheckWriter Getting Started guide 
ƒ  Client Bookkeeping Solution Tutorial 
ƒ  Printed copies of any other CBS getting started guides relevant 
to the client. These are available by searching on Getting 
Started from the Index tab of the CBS Help Topics dialog. 
 

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Client Setup in CBS 
 
94 
Accountant’s Assistant Handbook 
ƒ 
Be sure that you have generated the initial client setup files to import 
into your client’s CBS program. 
ƒ 
(Optional) Verify that a setup file has been prepared and includes 
either the special accountant’s help file or your custom bitmap 
image, or both. 
ƒ 
If you customized any check or form layouts in your own CBS 
software, verify that you have a copy of the layout backup. 
ƒ 
If you back up your client data to floppy disks, prepare several blank, 
formatted floppy disks for a backup of your client’s CBS company 
and layout data immediately after installation and initial setup. 
For information on installing the CBS software in your client’s office, 
refer to Appendix A starting on page 149.