You can update up to 100 accounts at once using a mass, or batch, update. For example, you might want to modify the chart of accounts for all the accounts in a specific department. If you need to update more than 100 accounts, use the Account Import file. For instructions, see Account Import.
If you need to update multiple accounts, it is a good idea to first run a query for the accounts you want to update. This reduces the number of records in the list, making it easier for you to locate the accounts you want to update.
Account mass update requests are batch processed every 20 minutes. You will receive a confirmation message when the request is received. Once the request is complete, you will receive a separate email message.
Note:If an account has a status of Lost Or Stolen, Closed, or Purged, you cannot move it to the Unassigned hierarchy.
To run a mass update for multiple accounts:
Select Accounts > Manage.
Perform a query to reduce the number of accounts in the list. For more information, see Searching for Accounts.
Select one or more records to update.
Click Mass Update.
Select the account fields that need to be edited and change their values accordingly.
Click Save. PaymentNet displays an icon on the Account List screen next to each account that will be included in the mass update.