Edit multiple accounts

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

Workpapers CS provides a quick and simple method to edit information for multiple accounts at one time via the Edit Multiple Accounts dialog in the Chart of Accounts or Enter Trial Balance screens. Use this method to edit general information, assign codes, renumber accounts, segmentize accounts, and merge accounts.

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Edit multiple accounts from the
Chart of Accounts
Enter Trial Balance
[Not supported by viewer]
Merging accounts enables
you to move balances from
core accounts to segmentized
[Not supported by viewer]
General Information
[Not supported by viewer]
  • Update the description for accounts
  • Mark to delete or make accounts inactive
[Not supported by viewer]
Renumber accounts
[Not supported by viewer]
  • Select segment (if applicable)
  • Define logic for new account number
  • Preview / print diagnostic
[Not supported by viewer]
Merge accounts
[Not supported by viewer]
  • Select accounts in which to merge
  • If applicable, mark original account for deletion
[Not supported by viewer]
Assign codes
[Not supported by viewer]
Assign new codes for the following items.
<span>Assign new codes for the following items.</span><br>
  • Account Groupings
  • M-3 code
  • Tax code
  • Unit
[Not supported by viewer]


Updating general information for multiple accounts

Assigning codes to multiple accounts

Renumbering multiple accounts

Segmentizing multiple core accounts

Merging multiple accounts

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