Chart of Accounts . . . Zero Balances

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

If you need to zero balances in the Chart of Accounts for any reason, you may use this dialog to zero amounts for any accounts, years, periods, and amount types.

When the Setup > Chart of Accounts window is active, choose Zero Balances from the Edit menu or from the F3 or right-click context menu.

Note: You must be in Browse mode (rather than Add or Edit mode) to access any of the options or dialogs that are available from the Edit menu or the right-click context menu when the Chart of Accounts window is active.

For a Trial Balance CS client, prior to using the Zero Balances command you will need to delete all existing transactions for each period from the Adjusting Journal Entries window.

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