Reconsolidating client data

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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.

When you consolidate client data into a master client, the original subsidiary client data is not affected. If you make changes to the data for any of the subsidiary clients, you must reconsolidate the data to incorporate those changes in the master client.

  1. Choose Actions > Consolidate Clients.
  2. Select the master client from the client selection list in the upper-right corner of the screen.
  3. Verify that the correct subsidiary clients are selected.

    Note: If a subsidiary client that was previously included in the consolidation of this master client is not selected, the application will remove data for that subsidiary client during reconsolidation.

  4. Verify that the correct grouping type, balance type, and period settings are selected.
  5. To retain the existing data in the master client, mark the Retain existing accounts checkbox in the Grouping Type section. The application will keep all accounts and account assignments, but updates the balances and adds new accounts. If you do not mark this checkbox, the application deletes all accounts, transactions, assignments, and balances in the master client and recreates the entire Chart of Accounts based on the current selections.
  6. Click the Consolidate Selected button.

See also

Consolidating client accounting data overview

Creating a consolidated master client record

Consolidating client account and balance data

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