Accountant's Assistant Handbook

CBS Accounts Receivable setup 
Prior to entering any transactions in CBS Accounts Receivable, you or 
your client need to set up the information discussed in this section. 
Default GL accounts 
Verify information on the Accounts Receivable tab of the File / 
Company Properties dialog. At a minimum, you must specify account 
numbers for the Accounts Receivable, Shipping, Flat amount billing 
sales, Undeposited payments, and Unearned Revenue accounts.  

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Client Setup in CBS 
Accountant’s Assistant Handbook 
117 
 
Customers 
 Choose 
Setup / Customers or click the Customers 
 icon on the 
Receivables shortcut bar.  
CBS Accounts Receivable makes it easy for you to keep track of 
information about all of your customers. In CBS, customers are the 

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Client Setup in CBS 
 
118 
Accountant’s Assistant Handbook 
entities that purchase the goods and/or services provided by your 
company. You can store an unlimited number of customers in the 
company database.  
 
Note: CBS includes a spreadsheet import capability that allows your 
client to import customer information from a Microsoft Excel 
spreadsheet. For more information, search on Import spreadsheet