Accountant's Assistant Handbook

Note: Also on the Client Bookkeeping Solution CD (in the d:\Sample 
folder) is the Demo 1 – CBS Sample Company. You may restore this 
client in CSA if you want to add or change available features when 
demonstrating CBS for a client. 
 
 
 

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Accountant’s Assistant Handbook 
5 
2 
Accountant’s Assistant Overview 
Accountant’s Assistant is the software that integrates directly with your 
CSA software. It provides the link that allows data to transfer smoothly 
between your CSA software and your client’s CBS modules. 
Accountant’s Assistant features 
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Beginning with the client’s existing data in CSA, you use 
Accountant’s Assistant to customize the CBS features that will be 
available to the client and then to prepare an accountant’s transfer 
file that contains the client’s initial CBS setup files. Any function 
you decide to lock out from the client’s software (by removing that 
feature from the Selected Features list in the Security dialog) will not 
appear in any of the windows or menus in the client’s CBS software.