Sage 100

How to fix/change account category/type for accounts (and account groups) with posted data - discussed this in MOTM and thought it might be helpful to post it here

I tried this procedure this weekend and it didn't work. Here is how I did it. 0) *** Backup GL Data*** 1) rename GL_Detailposting.m4t to GL_Detailposting.hold 2) Reinitialize new one 3) Post a single JE entry so that there is some detail was in GL_Detailposting.m4t (Otherwise next step will error) [Note this entry goes away in the end] 4) Recalculate the GL Balances 5) Manually change the Account Group to be the correct Category and Type 6) Open Main account and change the Account Group to something else and change it back and click save (Note this fixed this accounts too) 7) Rename the temporary GL_Deteailposting.m4t 8) Rename the original GL_Detailposting.m4t back to .m4t 9) Recalculate the Account balances 10) The account should now have the new category and type Note not for the timid but better the DFDM a couple hundred accounts

I wasn't able to get Sage's / @EricAnderson's workaround to work either, and didn't want to attempt @JimWoodhead's solution. It doesn't appear Sage's solution can be accomplished if a ""different financial statement type"" is in play (via the G/L Change Accounts utility screen), and therefore it appears the next best option is to create/use a new G/L Account # and book a journal entry to reclass from the bad account to the new account.