Rename Client [File 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.

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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