Rename Client [File menu]

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

If necessary, you may rename a client's ID.

Choose File > Rename, highlight the client, and then click the Rename button. When the Rename dialog opens, verify the existing client ID and enter a unique new ID for the selected client.

A password-protected client will not appear in the Rename Client dialog unless it is currently open.

See also: New Client [File menu] or Client Properties [File menu]

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