- Open the Modify Prior Year Balances window. See Modify prior year balances.
- Make the changes as required.
- Click OK.
This performs the following:
Creates any new accounts in the file.
Updates any modified descriptions in the file.
Saves all modified balances for the selected year.
It will not:
- Update subsequent years. Balances must be manually modified for other years.
The modified balances are stored separately for use by Client Accounting only. The modified balances are not reflected in the underlying data file.