Copying or moving balances to another GL period

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

  1. Open the client in CSA and choose Utilities > Balance and Transaction Utilities.
  2. In the Balance and Transaction Utilities dialog, mark the Balances checkbox.
  3. Select either the Copy to Period or the Move to Period option and specify the period by selecting it from the appropriate drop-down list.
  4. In the Periods Available pane, double-click each period from which you wish to copy or move balances.
  5. Click the Continue button to complete the procedure.

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