Add or Change a Related Historical Account in an Account Record

To add or change a related historical account in an account record:

  1. Open the account record.
  2. On the Related Historical Accounts tab, click List in the Fiscal Year column, select a year, and click Select.
  3. On the same line in the Account column, click List , select the account you want to link to this record for the fiscal year chosen in step 2, and click Select.
  4. Click Save and Close.