Add or Change a Related Historical Account in an Account Record
To add or change a related historical account in an account record:
- Open the account record.
- On the Related
Historical Accounts tab, click List
in the Fiscal Year column, select a year, and click Select.
- 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.
- Click Save and Close.