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Add, edit, delete, or set a default chart of accounts

Created on  | Last modified on 

Summary

How to add, edit, delete and set a default chart of accounts in Sage 50 Accounts.

Description

When you set up your company, the nominal accounts and chart of accounts depend on the business type you chose in the Active Setup Wizard.

You can add, edit or delete a chart of accounts, as well as set a chart of accounts you want to be your default.

Resolution

Add a chart of accounts

  1. On the navigation bar, click Nominal codes then click Chart of accounts.
  2. Click Add and enter a name for the new chart of accounts.
  3. Click Add, then click Save.

 NOTE: If you don't include all the nominal ranges, the chart shows as [PARTIAL] in the Chart of Accounts window after saving.

Edit a chart of accounts

Edit your chart of accounts to customise it. This makes it better suited to your business. Find out more in edit a chart of accounts.

Delete a chart of accounts

If you don't need to keep a chart of accounts layout you've created, you can delete it. 

Set a default chart of accounts

Find out how to set a default chart of accounts.

Create or rename a nominal code

For more guidance, view our article to create a nominal code.

Learn how to identify and correct errors in your chart of accounts if you have errors showing.


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