Renaming an existing journal for a GL client

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

This procedure requires adding a new journal and then transferring existing transactions from the old journal into the new journal.

  1. Choose Setup > Journals.
  2. In the Journals dialog, click the Add button and enter the setup information for the new journal, including a unique journal name or description, the balancing GL account to use (if any), and the GL report code. Note you may wish to have this information be identical to that for the journal that you want to rename.
  3. In the Journals dialog, click the journal that you wish to rename to highlight it in the list view pane and then click the Delete button.
  4. In the Journal Deletion Options dialog, choose the option Transfer the transactions to a different journal and then click the Transfer button.
  5. In the Journal Deletion - Transfer Transactions dialog, choose the new journal (as added in step 2 above) by selecting it from the drop-down list) and then click the OK button. The new (renamed) journal now includes all of the transactions that were previously included the original journal, and the original journal has been deleted and is no longer available for selection.
  6. Click the Done button to close the Journals dialog.

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