Rename dialog

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Rename dialog to specify a unique new ID for the selected client.

This dialog opens automatically when you choose Rename from the File menu, select an existing client to rename, and then click the Rename button.

See also: Rename Client [File menu]

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