Change an Account ID

Related topics

Set up a chart of accounts for the first time

Add an account to an established chart of accounts

Enter General Ledger beginning balances

Enter prior-period adjustments

Enter and allocate budgets for your chart of accounts

Delete an account from the chart of accounts

Perform other Sage 50 General Ledger procedures

Read the getting started overview

As your business changes and grows, your chart of accounts may need to change as well, including the IDs of existing accounts. Use the following procedure to change a general ledger account ID.

  1. From the Maintain menu, select Chart of Accounts. Sage 50 displays the Maintain Chart of Accounts window.
  2. Enter or select the account ID you want to change. To display a list of existing general ledger accounts, type ? in the Account ID field, or select the Lookup button.
  3. Select the Change ID button on the toolbar. Sage 50 displays the Change Account ID window.
  4. Enter the new ID that you want to use instead of the current ID.
  5. When you are finished, click OK to change the ID and return to the Maintain Chart of Accounts window.

When you change an account ID, all data records and transactions associated with this account will reflect the new ID. This includes both current and past transactions.