Copying or moving GL transactions to another 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.

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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. Open the client in CSA and choose Utilities > Balance and Transaction Utilities.
  2. In the Balance and Transaction Utilities dialog, mark the Transactions 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 transactions.
  5. Click the Continue button to complete the procedure.

Note: If you did not mark the checkbox to copy the balances along with the transactions, you will be prompted after clicking the Continue button.

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