Installation and program basics

Installation overview

To install the application, you'll need to do the following:
  • Select the location for the Accounting CS shared files
    : The Accounting CS installation includes shared files that are used for integration with other applications, files that contain storage and configuration settings, and files that are required for workstation installations.
  • Configure the database server on which your firm database resides.
  • Install Accounting CS
    : Install or update Accounting CS and related components.
  • Download and install your licenses via CS Connect.
  • Run desktop setup
    : If you installed Accounting CS on a network, run the desktop setup utility to perform a workstation installation on all other computers that will access the application.
note
An additional series of setup steps are required if your firm will be hosting Accounting CS Client Access on your own servers. You can check it in the Accounting CS: Setup Instructions for Firm-Hosted Client Access.
Before you install, review our system requirements.
note
  • CS Professional Suite applications are designed for professional production work. Our system requirements are based on the assumption that professional accounting firms replace their computer hardware and operating systems approximately every three years. Although an application may operate on less powerful hardware and operating systems, we do not believe it will perform at a level suitable for production work in those environments. Of course, as processing speed and RAM are increased, application performance will also improve. We recommend business-class computers, which generally offer higher levels of performance than home models when running business applications.
  • You can install Accounting CS on a supported network or on a local computer running the Windows® 10 or newer operating system with all of the latest service packs. When using the optional Workpapers service with Accounting CS, Microsoft® Office 2019 or higher is required for integration with Microsoft Word and Microsoft Excel.®
When you're done with the install, you can walk through the following program basics:
  • Navigation
  • Dashboards
  • Portlets
  • Keyboard shortcuts
  • Search and filter data
  • Set user preferences
  • Time saving tips and tricks

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