Updating general information for multiple accounts

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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 screen. You can also select accounts to delete or to change their status to inactive.

  1. From the Setup > Chart of Accounts 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.
  5. Click Enter and then Done to apply the edits to the selected accounts.

Notes

  • 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.

Related topics

Edit multiple accounts

Assigning tax codes to multiple accounts

Assigning codes to multiple accounts

Renumbering multiple accounts

Segmentizing multiple core accounts

Merging multiple accounts

Share This