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How can I change my accounts start date

Created on  | Last modified on 

Summary

How to change your account start date in Sage Accounting when transactions already exist. If you entered the wrong start date, you can amend it by following the steps based on your situation.

Resolution

Select an option:

▼Change the start date to an earlier date

▼If no opening balances exist

  1. Go to Settings.
  2. Select Accounting.
  3. Open Date Settings FAQ.
  4. Update the start date.

 

▼If opening balances exist

Delete unpaid opening balances

  1. Go to Settings.
  2. Select Opening Balances.
  3. Choose the opening balance type.
  4. Click the Bin icon beside each transaction.

Delete paid opening balances

  1. Delete the linked payment by following the steps in How to delete a bank transaction in Accounting.
  2. Return to Opening Balances.
  3. Delete the opening balance transaction.

If taxes include reconciled opening balances, you can’t delete them. Reset the account using the article Resetting or restoring your company data.

 

 

▼Change the start date to a later date

Delete all opening balances and transactions before the new start date.

Delete opening balances

  1. Go to Settings
  2. Select Opening Balances
  3. Choose the opening balance type
  4. Click the Bin icon beside each transaction

Delete other transactions

  • Use the correction index for each transaction type to remove transactions before the new start date

NOTE:

You can’t delete reconciled transactions or those included in tax returns. Resetting the account is the only option.