Accountant's Assistant Handbook

Other setup options 
Select default checkbooks 
After entering and verifying all the checkbook information, you may 
choose a default checkbook to use for each module.  
 Choose 
Checkbook / Default Checkbook.  

---

 
Client Setup in CBS 
Accountant’s Assistant Handbook 
105 
 
Select data-entry options 
1. Choose 
Utilities / Options and select the data entry options for CBS. 
The options you select on this tab apply to all CBS users.  
 

---

Client Setup in CBS 
 
106 
Accountant’s Assistant Handbook 
2. Click 
the 
CBS Data Folders tab to specify the default folder 
locations for the backup files, export files, etc.  
 
When the checkbook setup is complete, you should enter and print one or 
two checks from each checkbook to ensure that the client’s check 
layout(s) and printer configuration will work properly.  

---

 
Client Setup in CBS 
Accountant’s Assistant Handbook 
107