Account Groups . . . Rename Account Group

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 rename a selected account group: From the CSA main window or the Financial Statement Editor window, choose Setup > Account Groups. In the Account Groups dialog, highlight the account group, choose Rename Account Group from the F3 or right-click context menu, and then enter the new name or description.


  • You can rename any account group that you have defined, but you cannot rename any that have been pre-defined in the CSA software.
  • This procedure does not rename any existing account groups in other areas of the program (such as in financial statement definition). Therefore, you would need to change your setups (account group selections) manually.

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