Delete old General Ledgers

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Renske Van Gelder

• February 23, 2018 15:36

Dear all, 

We started with our setup and created some general ledgers, accounts payable that we approved and posted. 

Now we find out that we needed to change the general ledgers. 

We are now unable to delete the old GL's, since they are used for approved and posted Accounts Payable. 

How can we 'undo' this and change the GL into the correct one? 

After that, we can delete the old one and have a 'clear' list of products.

 

Thank you in advance for your help!

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• 

  Ryan Faulkingham

  • February 23, 2018 21:36

  Hi Renske,

  You have a couple of options here:

  1. Go back and unpost the transactions, change the GL account to the correct one, then repost. 

  2. Process monthly journal entries to switch the amount out of the old GL account and into the new one. Then, you can make the GL account inactive and use this article to setup a rule to prevent posting to an inactive GL account: https://support.accountingseed.com/hc/en-us/articles/217412347-Prevent-Posting-to-Inactive-GL-Account

  Thank you,

  Ryan

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