Forum Discussion

wealthwithin's avatar
wealthwithin
Cover User
2 years ago
Solved

Unlinking bank account linked to cheque payments

Hi,

 

I have created two new MYOB files in Account Right. I imported the accounts list from another MYOB file into both of the new files. 

 

The current assets account, is a header account in all other files we have, however in the 2 new files it is a detail account and I cannot make it a header account becuase it is linked to "cheque payments".

 

Can you please show me the steps to unlink it. I have tried looking at posts in the community without success.

 

Tracey

  • Princess_R's avatar
    Princess_R
    2 years ago

    Hi wealthwithin,

     

    Thank you for your post, and welcome to the Community forum.

     

    To unlink a detail account from being linked to cheque payments in AccountRight, kindly follow the steps below:

    • Navigate to the Accounts >> Accounts list
    • Locate the account that is currently set as a detail account and linked to cheque payments
    • Click on Details and select the arrow beside the linked account for
    • Attempt to change it to the header account and save the changes

    Kindly refer to the attached screenshot below:

     

     

    I hope this helps! Please let me know how you get along and if you require any further assistance with this. I'm here to assist.

     

    Cheers,

    Princess

3 Replies

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    2 years ago

    Hi wealthwithin,

     

    Thank you for your post, and welcome to the Community forum.

     

    To unlink a detail account from being linked to cheque payments in AccountRight, kindly follow the steps below:

    • Navigate to the Accounts >> Accounts list
    • Locate the account that is currently set as a detail account and linked to cheque payments
    • Click on Details and select the arrow beside the linked account for
    • Attempt to change it to the header account and save the changes

    Kindly refer to the attached screenshot below:

     

     

    I hope this helps! Please let me know how you get along and if you require any further assistance with this. I'm here to assist.

     

    Cheers,

    Princess

  • Warren01's avatar
    Warren01
    Member
    1 year ago

    Hi Princess R...

     

    This trick does not work anymore as "Chq Payments" is not linked anywhere that I can find.

    That said I can not find HOW to change the setup to a preferred bank account number and not use the default of Code 11000

     

     

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    1 year ago

    Hi Warren01,

     

    To update the preferred bank account and avoid the default (e.g., code 1100), you can follow these steps:

     

    1. Check the linked bank account:

    • Go to Setup > Linked Accounts > Accounts & Banking.
    •  Review the bank account for Cheque Payments (or similar). 
    • Update this to the correct account you wish to use.

    2. Confirm the account in the Chart of Accounts:

    • Go to Accounts > Accounts List.
    • Locate the preferred bank account to ensure it's active and ready for use.

    3. Review and Save:

    • Ensure all changes are correct.
    • Save the changes to update the system settings.

    For more detailed guidance, you can refer to this link.

     

    Regards,

    Sai

     

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