Linking AccountRight Files in MYOB Practice Dashboard

Question

In the MYOB Practice dashboard for Transaction Processing I want to link an AccountRight file to the client. However when I try this it says the client is already linked. I presume this is because we also have a Cashbook file for this client. We do not work direct from their AccountRight file but download the data into the MYOB AE ledger to prepare the financial statements. Does this mean that we cannot link any AccountRight files to client names in the Practice Dashboard?

mark_st · Answer

Hi Sandra,
&nbsp;
As you have mentioned, you can not link the AccountRight file as the client is linked to an AE Ledger.
&nbsp;
You need to either link to the AccountRight file or the Cashbook.

sandra_p · Answer

Thank you Mark. Is there a way of choosing one over the other? Or does it have to be the one that is used to produce the financial statements in Client Accounting?

mark_st · Answer

Hi Sandra,
&nbsp;
It needs to be the one that is used to produce Financial Statements.
&nbsp;
You can can the configured file in Client Accounting but this is not recommended as it caused issues with the trasnactions.

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Linking AccountRight Files in MYOB Practice Dashboard

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