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Changing name, can you help?
Posted: Mon Nov 14, 2005 3:57 pm
by wclark
We are in the process of changing the name of our church. I would like to change everything over to the new name, but under a brand new set of books. Does anyone know how to go about doing this? The person who originally set up our accounts is no longer here and I would love to simplify them as much as possible. Any help in this would be greatly appreciated! Thanks~WClark
Posted: Mon Nov 14, 2005 4:23 pm
by Zaphod
To change the name of the church, just go under File->Preferences->Church Information and make the appropriate changes there. To start your accounting over, you can go into File->Preferences->Accounting Setup and click the button marked "Start Accounting Over." This will allow you to clear out all your existing Accounting information and start over with a new chart of accounts and everything.
When you do change your church name, please give us a call so we can update our records appropriately!
Posted: Tue Nov 15, 2005 9:23 am
by wclark
Thank you so much! I was expecting this to be a lot harder. We are planning on changing everything over on Jan. 1, so once we do I will be sending out all of our updated info to everyone! Thanks again, this was a huge cloud hanging over my head, I'm so relieved that it won't be so bad!
Whitney
Lifegate Church(formerly Deerwood Park)
Denton, Tx
Posted: Tue Nov 15, 2005 9:36 am
by wclark
Okay...I guess I spoke to soon. I went into File-preferences-accounting setup. There is no Start accounting over anywhere. I have the 8.5 version, do I need to upgrade to the version 9 before Jan. 1 to be able to do this? Thanks again for your help!
WClark
Posted: Tue Nov 15, 2005 9:50 am
by Zaphod
Yes, that feature is only in v9. Sorry about the confusion.
Posted: Tue Nov 15, 2005 10:17 am
by wclark
Thank you...I will be ordering the upgrades this week!
Whitney