From time to time it may be necessary to change the [Chart of Account] selection for your Invoice Items. When this is done you will be presented with the option item update historical transactions. What this means is that you are able to change the account previous transactions using this item have been posted to and instead use the new account that you have selected.

Please note, this is optional. You may choose NOT to update historical and simply have the account change apply to new transactions only. If you do choose to update historical, the following information explains the various options and screens that are shown.

Item Update Historical Transations

By |2021-07-09T18:00:24-05:00March 25th, 2018|

Introduction From time to time it may be necessary to change the [Chart of Account] selection for your Invoice Items. When this is done you will be presented with the option update historical information. What this means is that you are able to change the account previous transactions using this item have been posted to

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