Skip to Content
Menu
Musisz się zarejestrować, aby móc wchodzić w interakcje z tą społecznością.
To pytanie dostało ostrzeżenie
1 Odpowiedz
1534 Widoki

I want to have a plain chart of account (empty, with no accounts) so that I can  import a chart of account already set from a friend. 

I tried to import the Chart of Account but it doesen't overiwrite the standard one (as I immagined) , so I tried to cancel all the accounts in the chart but I didn't successe looks like there is always an account that cannot be deleted due to some reason (generalli because it says it is linked with a contact ... even if I have don't have any contact ... anybody has a workaround? 

My chart of account is very simple ... don't need to have vendom customer no billing nor taxes ... 

Thanks    

Awatar
Odrzuć
Najlepsza odpowiedź

As there are configurations based on the CoA, such as reports, the best approach could be:

1. export the CoA by activating the "import-compatible export" option in the export in order to have the IDs and adding the "Deprecated" field (which can be changed to "True" for accounts that are not required).

2. Make the necessary adjustments (to add accounts, copy a similar one and modify it) and re-import.

I hope it helps

Awatar
Odrzuć
Powiązane posty Odpowiedzi Widoki Czynność
1
sie 23
1774
1
lut 23
2367
3
mar 21
2460
3
lis 16
5218
1
cze 16
3191