Change class IDs

Before you change class IDs in Sage Intacct, consider how the change will affect other aspects of Intacct. Changes to a class ID impact important aspects of Intacct, such as reports, data imports, and historical information.

When you change a class ID, Intacct updates the ID across all applications by reference to the class record. As a result, historical transactions and reports will display the updated class ID, not the ID that was in place when the transaction was originally created. For example, if you change a class ID today and then rerun a report for a prior period, the report will show the new class ID.

Because this change is applied throughout your entire company, review all areas of Intacct affected by the update before proceeding. This change cannot be meaningfully undone if transactions have been posted using the new ID.

See Considerations for more information about the areas of Intacct that change when an ID is changed.

Edit class IDs

Class is a dimension that you can rename for your own purposes. If you renamed a Class, identify what it was renamed to before editing IDs.

1. Go to Reports > Setup > Dimensions, and select Classes.
2. Select Edit next to the class that you want to change.
3. Select Edit Object ID.
4. In the Class ID field, edit the class ID to the new ID and select Save.

   The new class ID is saved and implemented as soon as you select Save here.

5. Select Save again to return to the Class ID list.

1. Go to Reports > Setup > Dimensions, and select Classes.
2. Select Edit next to the class that you want to change.
3. Select Edit Object ID.
4. In the Class ID field, edit the class ID to the new ID and select Save.
   The new class ID is saved and implemented as soon as you select Save here.
5. Select Save again to return to the Class ID list.

Repeat these steps to change as many class IDs as needed.

Examples

The following are examples of how changing a class ID can affect your Intacct company.

Standardizing your identification system

The most frequent scenario where you might need to edit Class IDs is to update their format to align with evolving business needs or to incorporate new information.

For example, perhaps your company bought a business with multiple locations. Initially, your Class IDs might have been simple numerical codes (for example, 100, 200, 300). As the businesses merge, you might update the Class ID format to include a location reference, making classes easier to organize and identify.

Original business class IDs	Bought business class IDs	Blended Class IDs
100	Ops-123	OPS-100
200	Mkt-456	MKT-200
300	Sup-789	SUP-300
400	Inv-012	INV-400

Impact on historical records

Changing a class ID updates the ID everywhere it’s used. For example:

• A journal entry posted six months ago uses the class ID ABC.

• Today, you change the class ID from ABC to XYZ.

• When you rerun a report for that six‑month‑old journal entry, the report now displays XYZ, not ABC.

This behavior applies across reports, transactions, and other areas of Intacct.

Use caution when reusing an ID

Although Intacct allows reuse of Class IDs, reusing the IDs can lead to data inconsistencies and errors, especially during imports or when reviewing past transactions.

Consider this scenario:

• Original Use: Record 12345 was initially associated with Class ID 100.

• ID Update: At some point, the Class ID for Record 12345 was changed to 500.

• ID Reuse: You now decide to reuse Class ID 100 for a new record, 12346.

When you encounter class ID 100 in reports or imports, it can be difficult to determine whether it refers to the original record (before its update) or the new record.

	Original	Changed to
Record number	Class	Class
12345	100	500
12346	200	100
12347	300	600
12348	400	700

To maintain data accuracy and avoid confusion, Sage Intacct recommends you do not reuse Class IDs whenever possible. If you must reuse an ID, ensure that you clearly understand the historical context and carefully track when and where the ID was used.

General consequences

Changing class IDs has consequences. Important aspects of Intacct will change based on the edits you make. This change affects your entire company. Talk to your Sage Intacct account representative to review all areas of Intacct affected by the edits.

The change to class IDs cannot be undone if transactions have been posted using the new ID.

Updating multiple class IDs at once is best handled through an import process rather than editing each class ID manually.