Chart of Accounts options

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

When entering account information into the Chart of Accounts, you can define options that allow you to skip certain fields, or to show account information for all periods.

Note: You must be in Browse mode (rather than Add or Edit mode) to access any of the options or dialogs that are available from the Edit menu or the right-click context menu when the Chart of Accounts window is active.

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