Renaming an impound checkbook

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

To modify the Description for an existing impound checkbook:

  1. Choose Setup > System Configuration > Impound Checkbook.
  2. In the Impound Checkbook dialog, highlight the impound checkbook whose description you want to change.
  3. Right-click in a gray area of the dialog, and then choose Rename checkbook from the context menu.
  4. In the Rename Impound Checkbook dialog Enter the new checkbook name or description, which must be unique among all checkbooks that you will set up for this client.
  5. Click OK.

See also: Impound overview and procedures

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