How to change Default COA in Sage

[Xenan]

Hi All

I am new to this forum and have a question regarding SAGE which I have not used for a number of years! I am just about to transfer my customers accounts from Quickbooks onto SAGE and have set them up with a Charity Chart of Accounts but having now looked through them it probably was not the best choice as it does not fit well with their requirements.

I cannot find how to change the default set of accounts back to the General one in either the user guide I have or the F1 help on Sage. I have not enetered any transactions or opening balances yet.

Please can anyone help? Many thanks in advance.

Linda

 

[wizzard]

Have you tried deleting the company from sage?

 

[David Griffiths]

Let's clarify first exactly what you mean by Chart of Accounts, as Sage's use of this term is not what most people understand it to mean.

Most people mean CoA to mean the names and numbers given to the accounts in the nominal ledger. If that is what you mean, then as you haven't entered any transactions you can add, edit or delete the nominal ledger codes as you wish.

Sage, on the other hand and for reasons known only to themselves, use the term CoA to refer to the rules that define where various nominal accounts appear in the P&L and Balance Sheet that is produced. For example in the default layout of accounts codes 4000-4099 or product sales, 4100-4199 are export sales and so on. You can add other layouts or edit the standard layout from the Nominal or Company modules, even if transactions have been entered. There is a button COA to access the facility and plenty of help available via F1

 

[Xenan]

Thanks for the replies.

Wizzard, I cannot delete the company as it is the default company and will not let me delete it.

David, what I want to do is change the inital set up from Charity to Standard in what SAGE calls "Select Business Type" in the set up wizard so that it applies the general business COA as opposed to Charity or Accoutancy or Garage etc.

I was hoping there was an easy way to do it so that I didn't have to go in and edit it too much to apply to my clients business.

 

[johndon68]

Assuming you have entered no transactions so far, you can do the following:

1. Take a backup
2. Go to File -> Maintenance
3. Select Rebuild
4. Remove the tick on te left hand side from Nominal Ledger
5. On the right hand side you'll be able to select from a list of Business Types - select the General Business option.
6. Select OK and all the existing codes will be removed an repaced with Sage's standard codes and COA.

HTH

John

 

[Xenan]

Thank you John you are an absolute star.. I was sure there must be a quick way to do it..

All amended, many thanks.

 

[johndon68]

You're welcome.

John

 

[David Richards]

I was hoping there was an easy way to do it so that I didn't have to go in and edit it too much to apply to my clients business.

Too late for you, but I think there is an easier way. So for the benefit of others:

Select Settings > Configuration, then click Browse and choose the configuratuon that you want.

 

[weebly_one]

Too late for you, but I think there is an easier way. So for the benefit of others:

Select Settings > Configuration, then click Browse and choose the configuratuon that you want.

This only really lets you edit the Chart of Accounts account ranges in the P&L and alance Sheet - I think the OP was after changing the whole nominal code structure, which was easily enough done in a rebuild as stated as long as there were no transactions yet entered.