Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Business Central forum

New Chart of Accounts

(0) ShareShare
ReportReport
Posted on by 616

I started a Trial of 365 Business Central, and it automatically loaded a chart of accounts.  How do I dump that and load my own.  Please advise.  Thank you.

J

  • Chris Bulson Profile Picture
    on at
    RE: New Chart of Accounts

    Edit in Excel.  You do not want to create a blank company as you will be missing a lot of default setup and you will continually run into errors.

  • Suggested answer
    MCarrero Profile Picture
    774 on at
    RE: New Chart of Accounts

    You can create a new company, however unless you create a totally blank company, it too will have a chart of accounts in it.

    You should have a MY COMPANY.  log into that, go to your chart of accounts, from here you can either edit in excel, remove their accounts, add yours and publish back in, or delete all accounts from the chart of accounts, then edit in excel to have the template, fill in your new chart of accounts and publish back in.

  • rcboiler Profile Picture
    1,150 on at
    RE: New Chart of Accounts

    Create a new company.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Business Central forum

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans