Updating general information for 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 Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Accounting CS enables you to update account descriptions for multiple accounts at the same time via the Edit Multiple Accounts dialog in the Setup > Chart of Accounts or Actions > Enter Trial Balance screens. You can also select accounts to delete or to change their status to inactive.

  1. From the Setup > Chart of Accounts or Actions > Enter Trial Balance screen choose Edit > Edit Multiple Accounts.
  2. In the Edit Multiple Accounts dialog, select General Information from the Information to edit field, and then click Enter to open the General Information dialog.
  3. By default, the Identification grid includes only active accounts for the selected client, but you can mark the Include inactive checkbox to include all accounts.
  4. In the Accounts grid, update account descriptions and mark the appropriate checkbox in the Delete and/or Inactive columns to apply those settings to the selected accounts. If you do not want the client to use a particular account in any of the GL account fields in their Accounting CS application, mark the checkbox in the Restrict from Client Access column for that account. Note that this column is available only when the Client Access service is enabled for the client.
  5. Click Enter and then Done to apply the edits to the selected accounts.


  • Only those accounts that are currently displayed in the Accounts grid are updated when you click Enter to apply an update. This is also true when a filter is applied via the Filter field at the top of the dialog.
  • You can filter the accounts that are displayed in the General Information dialog by using the filter fields at the top of the dialog. For information about filtering data in screens, see the Searching and filtering data procedure.

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