5 Client Setup in Accountant’s Assistant During the initial client setup, you will probably choose to transfer all of
the major data such as the Chart of Accounts, vendor and employee data,
payroll tax tables, and so forth. Subsequently, you may occasionally need
to transfer updated information selectively to update the client’s files —
even though the client may have already started processing for a new
period. The only client files affected will be those you select to include in
the accountant’s transfer file. All of the client’s other CBS data files
remain unchanged.
From the CSA main window, choose Utilities / Accountant’s
