Accountant's Assistant Handbook

CheckWriter vendors 
 Choose 
Setup / Vendors or click the Vendors
icon on the 
shortcut bar. 
It is recommended that you update the current vendor information in 
CSA before generating the accountant’s transfer file to send to your 
client. This is normally the most convenient route because most of the 
vendor information will already be present in CSA as a by-product of 
generating prior 1099 forms. However, you may add all vendor 
information at the client’s site later if the information is not readily 
available in your CSA client files. These changes will then transfer back 
to CSA as part of the client’s exported data.  

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Client Setup in CSA 
 
44 
Accountant’s Assistant Handbook 
 
If you are adding CBS Accounts Payable for an existing CBS client, 
CheckWriter vendors automatically appear in CBS Accounts Payable as 
1099 vendors if marked as such. The client may set up an unlimited 
number of vendors in CBS Accounts Payable. However, only vendors 
marked as 1099 vendors transfer to CSA unless you mark the Allow