Accountant's Assistant Handbook

Company and then click the Select button to move it to the Selected 
pane on the right. 
6.  Open the sample company in CSA. 
7.  Start Accountant’s Assistant by pointing to Accountant’s Assistant 
on the CSA Utilities menu and then choosing Client Bookkeeping 
Solution. 
8.  In Accountant’s Assistant, enable the checkbook reconciliation 
features or make other desired setup changes and then choose Tasks 
/ Generate.  

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Appendix D: Creating a CBS Demonstration Version Company 
Accountant’s Assistant Handbook 
165 
9.  In the Generate Client Information dialog, select License Files and 
any other types of information that you want to include for the client 
and then click the Generate button. 
10. Double-click the Demonstration Company in the Choose Licensee 
dialog. 
11.  (Optional) In the Select Additional Modules to Generate dialog, 
mark the checkboxes for the appropriate modules. Note that CBS 
CheckWriter always transfers. Click OK. 
12.  At the client’s office, start the CBS program. If you did not install 
the sample data, do so now. 
13.  Import the Demonstration Company database by choosing File / 
Import from Accountant.