Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.
Create a new ID Type within the existing Division:
Create a new Chart of Accounts for the ID Type. Note: All historical data lives in the old ID Type.
Create a new Division:
1. Create a new ID Type and Chart of Accounts
2. Enter Journal Entries to transfer the balances from the old Accounts to the new Accounts. Note: We do no have the ability to report across ID Type or Division. To get an accurate report we will need to run a report for both ID Types since all historical data will reside with the old ID Type and Division
Note: Creating a new Division will prevent transactions posting to the incorrect ID Type within the same Division.
For additional Professional services to restructure your Chart of Accounts, contact our Data and Technical Services Team to change the structure in your current database or our Consulting Services Team to help start a new database.