Copying or moving balances to another GL period

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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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

  1. Open the client in CSA and choose Utilities > Balance and Transaction Utilities.
  2. In the Balance and Transaction Utilities dialog, mark the Balances checkbox.
  3. 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.
  4. In the Periods Available pane, double-click each period from which you wish to copy or move balances.
  5. Click the Continue button to complete the procedure.

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