Existing ledger - Modifying a chart of accounts

Kezza_10859744 Member Posts: 1

I have inherited a chart for a non profit that does not facilitate reporting. I wish to change some account names, create new ones etc whilst maintaining the historical balances for comparison.

Appreciate guidance views from the community.

If I change and account name will the posted transactions be updated?


  • Kris_Williams
    Kris_Williams Member Posts: 3,293 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    My only comment would be as long as you don’t change the account type, expense, asset etc. Names shouldn’t be an issue.