Cannot Find the External ID on Chart of Accounts Record

Written by
Marsha Andres
Published on
January 28, 2024 at 11:40:54 PM PST January 28, 2024 at 11:40:54 PM PSTth, January 28, 2024 at 11:40:54 PM PST

Scenario

The user is unable to locate the External ID of any Chart of Account.

Solution

External ID is not exposed on the account record by default. To expose the External ID on the Chart of Accounts form we can create a custom field.

  1. Navigate to Lists > Accounting > Accounts
  2. Click Edit on any account
  3. Navigate to Customize and click on New Field
  4. Record Type: Select Account
  5. Type: Select Free-Form Text
  6. Store Value: Remove Checkmark
  7. Label: Enter Name
  8. Go to Display tab
  9. Display Type: Select Inline Text
  10. Click Validation & Defaulting tab
  11. Formula: Enter Checkmark
  12. Default Value: Enter {externalid}
  13. Click Save