Balance and Transaction Utilities [Utilities menu]

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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.

The Balance and Transaction Utilities dialog allows you to copy or move GL balances, budgets, and/or transactions from one or more periods to another period. It also allows you to delete balances, budgets and/or transactions from any previous period(s).

From the CSA main window, choose Utilities > Balance and Transaction Utilities.

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