Scenario

The user wants to mass-update all Accounts in the Chart of Accounts to apply to multiple Subsidiaries.

Solution

1. Navigate to Lists > Accounting > Accounts > Search
2. Click Create Saved Search
3. Click the Criteria tab
4. Click the Standard subtab
5. Filter:
   
   Select Type: Select None of Bank, Credit Card
   Note: Bank Accounts and Credit Card Accounts are restricted to a Single Subsidiary.
   Select Inactive: Select No
   
   
6. Click the Results tab
7. Click Columns subtab
8. Field:
   
   Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
   
   
   • Select Internal ID
     • Summary Type: Select Group
   • Select Name
     • Summary Type: Select Group
   • Select Subsidiary
     • Summary Type: Select Group
       
       
9. Click Run
10. Click Export - CSV
11. Navigate to Setup > Company > Subsidiaries
    
    Note: If Total = Count of Subsidiary, the Account is available to all Subsidiaries. Otherwise, the Account is to be updated.
    
    
12. Delete rows where Total = Count of Subsidiary
13. Delete the Count of Subsidiary column
14. Save the file
15. Navigate to Setup > Import/Export > Import CSV Records
16. Import Type: Select Accounting
17. Record Type: Select Chart of Accounts
18. Select CSV file
19. Click Next
20. Import Options: Select Update
21. Click Next
22. On the Field Mapping, map the following:
    
    Internal ID <> Account : Internal ID
    Yes <> Account : Include Children
    Subsidiary <> Account : Subsidiaries
    
    
23. Click Save & Run