Warning
Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
- Open the client in CSA and choose Utilities > Balance and Transaction Utilities.
- In the Balance and Transaction Utilities dialog, mark the Balances checkbox.
- Select either the Copy to Period or the Move to Period option and specify the period by selecting it from the appropriate drop-down list.
- In the Periods Available pane, double-click each period from which you wish to copy or move balances.
- Click the Continue button to complete the procedure.
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