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Creating common chart of accounts

Posted on by 5

I am trying to set-up common chart of accounts for 5 different companies and want to make sure any change in chart of accounts in company 1 is also reflected in company 3. Any suggestions?

Does business central have a concept of virtual company.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 70,116 Super User 2024 Season 2 on at
    RE: Creating common chart of accounts

    Hi, or you can do a small customization. When chart of accounts in company 1 is changed, update company 3 at the same time.

    The key method: 

    Record.ChangeCompany([String])

    https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/methods-auto/record/record-changecompany-method

    Here are two simple examples that hopefully will help you.

    https://yzhums.com/6362/

    https://yzhums.com/21252/

    Thanks.

    ZHU

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: Creating common chart of accounts

    In blog form if you prefer too: joshanglesea.wordpress.com/.../

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,419 on at
    RE: Creating common chart of accounts

    Hi

    I believe this is not possible out of the box. This is because is more than chart of account involved. Something like global Dimension and etc.

    You can use free app such as  appsource.microsoft.com/.../PUBID.unitechitsolutionsltd1596438951562|AID.master_data_sync|PAPPID.240478c1-69d9-49c5-b9f6-1ee85e96e1d2

    or use Power Automation see this www.youtube.com/watch

    Also, it is possible to create intercompany chart of account such as www.youtube.com/watch

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