Hi,

Doug's points are well taken regarding the accounting implications.

We run into this same scenario but usually just in the previous year, not in multiple prior years. I presume with the ability to post to any prior period, our previous solution would work, after considering the accounting implications.

The key to being able to change an account type is that the balance needs to be zero at the end of the year. So create a Journal Entry that transfers an income account balance at year end to another income account and balance sheet account to another balance sheet account, for each year end that you need to consider. Use some relative description for the details.

Backup your data.

So start in the oldest year and create a YE "reversal" batch to take the balances to zero as period 12. Archive this batch for each year. And post. This will take each year's account balance to zero. When all YE balances (for selective accounts and years) for the selected accounts are zero, you can change the account type, to the required type by editing the account type.

Then Copy the archived batch(es). With reversed entries for the copy settings to period 12, and post to each respective year. This has the effect of reversing the previous entry that set the account year end value to zero, and with the new account type, will close out to the year settings properly for the new income and balance account types.

We have not tested on GL9.1A but works well for previous ledger versions 9.0 when the previous year has been closed but we can still post to the prior year.

Best,
Brian