Tax & Accounting Blog

How to Create a Future-Period Check in Client Bookkeeping Solution (CBS)

CS Professional Suite Accounting & Auditing Solutions December 5, 2013

CBS enables your client to continue processing future-period items that are not yet ready to export to the accountant. If the client has any checks that are dated after their next export date, CBS will not export them until those items become current. 

To view the items that will be transferred to the accountant for the current period in CBS, choose File > Queue Reports and click the Options button for the transactions list. Click the Current export period option and print or preview that report to see an accurate list of what will be exported to the accountant.