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Germain and Rooney LLC  
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Certified Public Accountants   
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799 Silver Lane
Trumbull, CT 06611
Telephone: 203.377.2022
Fax: 203.377.0680

E-mail: info@germaincpa.com

 

Checkbook Solution Tips

If you need a replacement CD, you can download it from this download page

Recommended Reports to Print at least Monthly

Click on the link (if any) to see the suggested options

Reports from Check Writer Module
Checkbook Activity Report
Cash receipts Report

Reports from Payroll Module

Payroll Journal
Earnings Report
EFTPS Report

Reports from Accounts Payable Module

Aging Schedule

Reports from Accounts Receivable Module

Aging Schedule
Sales Schedule

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Normal month-End Closing Procedures

Back up Database
Transfer to Accountant

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Steps to Update you CBS for Windows System

Click on File | Update CBS
The CBS Connect Applet will open
The "Download Now" radio button should be selected
Click the "Download" button at the bottom of the applet
The CBS Connect will logon to the server and will download any updates that are required for your installation
When the downloads are complete, close the Main CBS window by clicking on File | Exit
Leave the CBS Connect Applet open
Click on the Diskette Icon
Click on Apply CBS Updates
When it is complete, close the CBS Connect Applet
Re-open CBS.  If there is a question about needing to update the database, click OK
Your CBS installation has been updated and is ready to use.

 

How often should you back up your database?

Ask yourself the question,

"If my computer were to have a problem, how much work would I like to re-do in order the make CBS current again?"

If you do not want to redo anything, then you should backup after every time you use CBS. 

We recommend using a USB "Stick" for backup.  They are very inexpensive.

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