4 Client Setup in CSA Setup overview If you are already using Creative Solutions Accounting to process
accounting data for a client, you should be able to complete some initial
setup steps in your office to quickly set up the client for CBS. Then you
must complete a few other setup steps in your client’s office before CBS
is ready for them to use.
If you are new to CBS, it is strongly recommended that you install and
use the CBS client modules in your own office before installing them in
any client’s office. You would treat your own firm as your first CBS
“client.” This is the best way to become familiar with both the setup and
the processing procedures.
Setup timing You can set up your client’s CBS CheckWriter software at any time that
works for both you and your client. However, if you will also be setting
up the client with CBS PayCheck, the best time for the initial setup is
right after you complete your normal monthly processing for the client in
CSA.
Client Setup in CSA 34 Accountant’s Assistant Handbook
