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Instructional materials for CTAS are available as videos and as documents you can download to view or print. The videos and documents contain the same information, and you can choose the format you prefer to use.

To view a video: when you click the link you will be brought to a web page with a video player. Click on the white triangle in the center of the player and the video will begin playing.

Many of these videos and documents refer to CTAS Version 8 onscreen or on the page, but all of the instructions will work for CTAS 2017.

Downloading and Installing CTAS

Instructions for the Full Install

Instructions for the Update (the Patch)

Updating Chart of Account Numbers

Migrating (Importing) Data from Version 7 and Required First Steps if Data Is Migrated

Required First Steps if Data Is Not Migrated from Version 7

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