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Set up your client

Client setup order

Set up and define the information you're tracking and processing for your client data.
Here's a recommended order for setting up your client information:
  1. Client templates (optional)
  2. Add client record (client ID, template, client name, state, and services)
  3. Basic client information (identification, address, contact information, industry code, and staff processor and reviewer assignments)
  4. Chart of Accounts mask (account numbering system used by the client)
  5. Chart of Accounts information (account numbering system used by the client)
  6. Accounts payable information (accounting method, general ledger accounts, treatment of duplicate reference, and PO numbers)
  7. Accounts receivable information (next reference number, general ledger accounts, sort order for printing forms, and logo to show on invoices)
  8. Payroll information (payroll schedules, time entry method, check printing options, and workers' compensation information)
  9. Payroll tax information (federal, state, and local tax information)
  10. Client billing and fee information (fees, billing options, discount and sales tax information, and GL distributions for fees)
  11. Workers' Compensation information (Workers' compensation codes and third-party policy information for live payroll processing)
  12. Client bank accounts (bank accounts used by your client, check layouts, and direct deposit information)
  13. Vendors (identification, address, liability, and electronic payment information for your client's vendors)
  14. Accruable benefits (accruable benefits used by your client's employees)
  15. Departments (payroll departments or job classifications used by your client for reporting purposes)
  16. Payroll items (pay, deduction, and employer contribution payroll items used by your client)
  17. Journals (collection of adjustments or journal entries)
  18. Employee information (information about your client's employees)
  19. Finance charges (finance charges for customers' late payments)
  20. Invoice items (products, services, sales taxes, shipping, and groups to include on invoices)
  21. Accounts receivable customers (information about your client's customers)

This article applies to:

  • Product: Accounting CS
  • Subject: Clients, Setup
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