Client Bookkeeping Solution questions & answers

Manage, optimize, and automate business accounting
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Question by Guest
202 views
August 21, 2017

How can I edit the address info on the checks? I do not see a database.

Stephen Prastman
Answer by Stephen Prastman

The developers of the Client Bookkeeping Solution offer you the possibility to download a PDF guide that can be used to set up the program and generally work with it regardless of the operations you do.


You can download the user guide from the following link. Make sure that you also have a PDF reader installed on your PC as well.

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Question by Carolyn
130 views
December 9, 2016

I finalized reconciliation but have an error. Need to reopen the reconciliation.

Stephen Prastman
Answer by Stephen Prastman

The only thing offered by the developers is the download for the software and various sample data that can be used for testing purposes or learning. I recommend you leave the data as it is right now and then access the link posted below to download the tutorial data and the tutorial file. Once you learn how to do it, open the data you have and perform the required operations.


Official website: http://www.cbsdownload.com/

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Question by Guest
164 views
July 17, 2014
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Answer by Robert Polubinski

Unfortunately, you cannot add PDF file to the invoices. You can only export those invoice to the PDF format for deployment and emailing. The software/module doesn't offer the possibility to add PDF files to your invoices.

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Question by Guest
399 views
January 10, 2013
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Answer by Aiden McLeod

The developers discontinued the support for this software and it's a low possibility that it will work on Windows 8. However, you can try testing it using Compatibility Mode (to learn more about this subject, you can visit the following official web page).


Also, you can check the developers official website for software with similar functionality that are designed to work on Windows 8.

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