Hi, Can we change the AccountID of the COAs in a massive way? we need to correct the accounts
Hi, Can we change the AccountID of the COAs in a massive way? we need to correct the accounts
Shirley
Can you provide more detail, please? Do you change the ID in the old company and then go through the "Rebuilding Sage 50 companies" process?
Thank you
Jane Gariety
You can't change the COA ID in a massive way, only one GL account at a time. All transactions posted to the old account will move to the new number so you do not have to rebuild a company. You must have all users exit Sage to do this process.
Kim is correct, no massive way to change all ID's. You change one at a time and move your data to the new location or Rebuild the company with the numbers and Journal in Balances. If rebuilding is your choice, I would set up the company now and as of your new calendar or fiscal year I would bring in the beginning balances and roll with the new company.
Or you can set up new acct numbers in your existing company and make the old numbers inactive. In time you can purge the inactive account numbers.
Jane,
Based on your original question I am not sure why you are being advised to rebuild a company or move your data to a new location. The only reason to rebuild a company is if you do not want any of your transaction data in the new company, in other words start all over with a new chart of accounts.
*Community Hub is the new name for Sage City