Batch update clients from one template to another in Accounts Production Advanced

Select Financial Period Templates
, then Template Manager
.

Select Batch Update
.

Mark the checkbox next to the template that you want to update entities to.

Mark the Allow update to any template
checkbox.

Select Next
.

Mark the checkbox next to the client and accounting period you want to update the template for.

Select Next
.

Select OK
, then Finish
.

Select Close
.

This article applies to: