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Linked account not showing on Account List

Silverdgi

Hi,

I have created a new Income detail account to help track sales, and although I have changed the corresponding card with the new account number, no transactions are showing in the accounts list.

Is there a setting I'm missing to activate or similar?

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Accepted answers

Steven_M

Hi @Silverdgi

Terrific, great to hear that guess provided you that information.

In terms of what you are trying to achieve, there is no direct way per say. However, if it was me I would be running the Account Transactions [Accrual] report. You can filter this to the particular accounts and date range. Also using the Additional Filters you can filter by a particular card to show you the the transactions per account for that card.

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Silverdgi

Hi Steven,

I have recorded a few new transactions to that specific card since changing to the new income account, but still nothing showing.

I have a few income accounts in my accounts list, and they are all set up the same and all show the transactions.

So I'm a little baffled.

When I look on the transaction journal, it's showing the standard credit from the trade debtors account which is the linked account for tracking receivables, and debit into the working bank transaction account.

Steven_M

Hi @Silverdgi

You mentioned that its a new account and you have added it to the card, but have you actually recorded a transaction to that account? For example, if you go to the Transaction Journal and the locate a sale for that customer does it include that account in the transaction? Reason being if there has been no transaction recorded to that account then no transactions will appear for that account.

Note: Older transactions recorded for that customer or account would not be moved across to the new account. Only newly recorded transactions recorded to that account will be reported for said account.