Here is a way to get English Chart of Accounts as Dolibarr does not include one.
The way I’m creating an English COA is to translate the PCG99-BASE - the base french accountancy plan’s French labels to English. The rest of this plan remains the same.
WARNING: BEFORE ATTEMPTING any of the steps below please BACKUP Dolibarr or backup your Dolibarr database from your control panel. I will not be responsible for any system malfunctions.
So here are the steps you need to take. Make sure you carry out the procedure step by step, do not miss any step or it wont work.
STEP 1:
Run the following SQL Queries using phpMyAdmin which can be accessed depending on how you are running Dolibarr:
If running locally (from local computer) then in your browser type: localhost/phpmyadmin or from the localhost main page look for phpMyAdmin.
If running from a hosted environment then in the control panel under Database section look for phpMyAdmin.
On the left hand side make sure the Dolibarr database is selected then look for SQL Tab.
Copy and paste the following query in the box where you clicked on SQL Tab. Make sure it has: Run SQL query/queries on database name_of_dolibarr_db:
CREATE TABLE your_temp_table LIKE llx_accounting_account;
Click on Go button to run the query. If everything ran succesfully you should have this message : MySQL returned an empty result set (i.e. zero rows). (Query took 0.1491 seconds.) with a green tick
STEP 2:
Download the attached file English Chart of Accounts.csv
English Chart of Accounts
making sure the database selected is the Dolibarr database, run the query below:
SELECT * FROM your_temp_table click on Go button
Then look for Import tab. Once you click on Import Tab make sure it says: Importing into the table “your_temp_table”
Click on choose file then select the downloaded English Chart of Accounts.csv file. Under Format choose CSV. In the Columns separated with box type: ;
Click on Go button. If its successful you will get a tick and a number of rows will be inserted in the your_temp_table created earlier.
STEP 3:
Copy and paste the following query then click on Go button:
UPDATE llx_accounting_account
SET fk_pcg_version
= ‘ENG-BASE’ WHERE fk_pcg_version
= ‘PCG99-BASE’
The above query renames PCG99-BASE to ENG-BASE
Then run the following query making sure to Uncheck -> ‘Enable foreign key checks’
UPDATE llx_accounting_system
SET pcg_version
=‘ENG-BASE’,label
= ‘The base accountancy plan in English’ WHERE pcg_version
= ‘PCG99-BASE’
STEP 4:
Copy and paste the following query:
UPDATE llx_accounting_account
INNER JOIN your_temp_table on your_temp_table.rowid = llx_accounting_account.rowid
SET llx_accounting_account.label = your_temp_table.label;
Click on Go button
If its successful you will get something like this: 340 rows affected. (Query took 0.1315 seconds.)
Now check on your Accountancy setup if all is done properly you should now see in the drop down list box: ENG-BASE - The base accountancy plan in English
Voila!
Phew! this was quite long!
Give a big thank you if I made your DoliLife easier!!