Rename Client > Rename dialog

Use this window to specify a unique new ID for an existing client.
This window opens automatically when you select
File
, then
Rename
, select an existing client to rename, and then select
Rename
.

Fields & buttons

Displays the existing ID for the selected client.
To rename the ID for the selected client, enter up to 11 alphanumeric characters to represent the unique ID for this client. Don't include any blank spaces or special characters.
If you also process information for this client in UltraTax CS, Accounting CS, or Creative Solutions Accounting (Write-Up CS or Trial Balance CS), you'll need to use the same client ID in all applications.
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