Making changes to the accounts structure

When you’ve created your Company’s accounts structure from a template you can extend it without needing to do anything special.

If you want to change any of the Accounts, Account Types, Taxes, Tax Codes, and Tax Rules that were created from the Template then you need to use the Override Template option on the items you want to change.

Note

Items where you have overridden the template will not be changed when you are Updating the accounts structure.

Updating the accounts structure

If you created your Company’s accounts structure from a template you will find that the template is occasionally updated or improved to match any updated accounting requirements.

To bring these changes into your accounts structure you use the Update Chart wizard.

Note

Any items where you have overridden the template will not be changed.