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This article applies to:

  • Product: Accounting CS,Workpapers CS
  • Subject: Chart of Accounts,Posting periods,Trial balance

Assign codes to multiple accounts

Follow these steps to assign account classification codes, M-3 codes, tax codes, or units to multiple accounts simultaneously.
  1. From the
    Chart of Accounts
     or
    Enter Trial Balance
     screen, select
    Edit
    , then
    Edit Multiple Accounts
    .
  2. Select
    Assign Codes
     from the
    Information to edit
     field.
  3. Select
    Enter
     to open the
    Assign Codes
     window.
  4. By default, the Chart of Accounts and Enter Trial Balance grid includes only active accounts for the selected client, but you can mark the
    Include inactive
     checkbox to include all accounts.
  5. Assign new values to the account classification code, M-3 code, tax code, or unit using either of the following methods:
    1. To assign the same value to all accounts in the grid, use the fields in the
      Identification
       section. Select the item to edit, enter the value to use, then select
      Assign
      .
    2. To assign a different value to each account, manually update the values directly in the grid.
  6. Select
    Enter
      then
    Done
     to apply the edits to the selected accounts.

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