Changing from a non-location/non-department to a location and/or department client

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. Change the Chart of Accounts mask on the General Ledger tab or Trial Balance tab of the File > Client Properties dialog to contain the number of Ls and/or Ds that you will need.
  2. Open the Chart of Accounts window.
  3. (Optional) Enter location and department descriptions for the client.
  4. From the Chart of Accounts window, choose the Renumber Accounts command from the Edit menu or from the F3 or right-click context menu and then, in the Renumber Accounts dialog, click the Change to Loc/Dept button.
  5. In the Renumber Accounts to be Loc/Dept Accounts dialog, specify the range of accounts to renumber and select the appropriate location and/or department from the drop-down lists. Click OK to automatically renumber all specified accounts and create the necessary combining accounts.
  6. Create additional location/department accounts.

See also: CSA Guide to Working with Location/Department Clients (PDF)

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