Hey, I need to change the names of couple hundred ...
# accounting
a
Hey, I need to change the names of couple hundred accounts in the chart of accounts. Is it possible to do this with an chart of accounts update import? I tried to do it but I'm getting a result stating that 'Could not find any records by this name.' Is it possible to match the accounts with the account number for example instead of the name? Because the numbers will remain the same, only the name would be changing.
a
You will have an easier time mapping your import file to the account internal ID and mapping on this value. Mapping to the account name is clunky in that you need Parent Account: Child Account naming structure
m
Yeah what @Alex K said, Internal ID is your friend here.
a
Thanks! This seemed to work, saved a lot of time!
l
Also, alternatively or in the future, you can use Account Numbers as External IDs since they are always unique anyway. You can also use it instead of Internal ID since it's easier to determine the account using External ID/Account Number.
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