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New Chart of Accounts

Posted: Mon Feb 16, 2004 12:32 pm
by TBM
I want to change the Chart of Account at the end of May 2004. My assumption is that I can create a new chart of account and using the selected restore-Accounting- and that will replace the current chart of account and account balances would be zero. Also it would not affect membership nor contributions?

Is this correct

TBM

Posted: Mon Feb 16, 2004 5:51 pm
by Zaphod
That is correct. I would recommend an Accounting backup on the other computer where you're setting up the new CoA, then doing a Restore-All on the target computer (that would only restore the Accounting files) There shouldn't be any affect to Membership, but you may want to check your Contribution fund setup after you transfer in the new Accounting data. The default debit and credit accounts stored there may no longer be valid.

Of course, you should make a backup of your target computer's data before you restore anything from the other.