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

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

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, and set a chart of accounts you want to be your default.

On the navigation bar, go to Nominal codes then click Chart of accounts.
Click Add and enter a name for the new chart of accounts.
Add your nominal codes you wish
Click Add, then click Save.
If you’re choosing to add them later, you’ll get a waring message stating "incomplete chart of accounts". Click OK.

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

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.

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

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

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