Hi Caitlyn

I really thing the best way forward is to rather start a new Evolution company, import your master records (Customers, suppliers, stock) setup the new Chart of Accounts and then capture take on balances. 

It is anyways not possible to easily change a company's chart of accounts in the front end.

Starting over is the best way to go in this case 

BUT: If you're only adding new GL accounts, then surely you can import those with Data Distribution Services into the existing company 

Afterwards you then need to determine if current GL accounts' balances need to be transferred to the new accounts, and to post GL journal batches for the  old and / or new GL accounts imported.

Kind Regards

Bennie  

Thank you Bennie 

I'm still going to use the old accounts, I just need to add a whole bunch of new accounts. 

I will try Data Distribution Services, thank you !

Hi Bennie 

Do you have any additional support on DDS for importing GL accounts. 

I keep getting the following error and I'm not sure why, thank you.

Subscriber: Error handling record! Error: ''0                   '' is not a valid integer value. Function: HandleRecord.

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Hi Caitlyn

Please refer to the attached template file that you can use when importing your GL accounts.

And of course, please advise if you still need assistance afterwards.

But please always adhere to the following DDS import rules:

1. You must use a CSV file to import

2. No special characters allowed in the import file e.g. & *, : : etc

The - symbol is allowed 

3. The CSV file must be closed when you start the import

4. Make use of a strict one-to-one relationship between the import file's column and the field mapping screen with DDS

Kind regards

Bennie 

Hi Cailtlyn

Please confirm your e-mal address so I can mail you the GL Account import template file as mentioned in my response below.

Regards

Bennie 

Thank you Bennie, I have applied all of the above. But let me see your file and see if that will work. 

[email protected]

Thank you !

Thanks Caitlyn

I just mailed it to you

Hi, I just want to know if this worked on a DDS import because I created a UDF and I am trying to import that but get this same error

Never mind. The error comes up because on the export the account type shows the ID. You need to change this to the actual name when you import. E.g. Account Type = 1 change to Account Type = Revenue

Asked and answered yourself, congratulations, Tamzyn 

Thanks for sharing the advice on the Community!