Forum Discussion

UCA's avatar
UCA
Experienced Cover User
2 years ago

New client file setup with wrong year

I haven't heard back from a msg sent to MYOB and need help; recently MYOB helped me to set up new files with our serial numbers.

 

I have just started entering information in one of the new company files I created however, but have come upon an issue; the client I am using the new file for needs information entered from June 2019 onwards, but the file won't allow anything prior to the setup of Jan 2023. Is there someway I can change the first year to 2019 financial year to enable me to complete their work? 

 

 

  • gavin12345's avatar
    gavin12345
    Ultimate User
    2 years ago

    Hi UCA 

     

    Based on a number of forum replies by moderators to similar queries in the past, the answer is NO. Once the Conversion Date and Current Year is set, it cannot be changed. You would need to start a new company file.

     

    Contact MYOB to get this one de-activated so you can activate a new one.

     

    Regards

    Gavin

    • UCA's avatar
      UCA
      Experienced Cover User
      2 years ago

      Hi Gavin,

       

      Yes, I understand this is the case but had not had a response to my private messages and unfortunately, can't deactivate the old file without MYOB's assistance. They seem to respond faster to message board messages and I have a client waiting for their work to be completed.

       

      Regards, Bella

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago

    Hi UCA, 

     

    Thank you for posting in the forum. It is as gavin12345 has mentioned. There is no possibility of changing the conversion date (start date) of the file. You will need to create a new file to set the conversion date to an earlier date. Additionally, to make things simpler, you can transfer data from the old file to the new file by importing and exporting.

     

    Let us know if you require any further assistance with this. We're happy to help. 

     

    Thanks,

    Genreve

    • UCA's avatar
      UCA
      Experienced Cover User
      2 years ago

      Thank you Genreve,

       

      I understand that this is the case but I need to have assistance from MYOB to deactivate the old company file - which is what you had done for me before. 

       

      If I try and create a new file with the same serial number I get a message saying I have already activated the maximum number of company files for this serial number.

       

      Could you please assist with deactivating the old file? I sent you the details in a private msg last week.

       

      Bella

       

      • Genreve_S's avatar
        Genreve_S
        MYOB Moderator
        2 years ago

        Hi UCA, 

         

        Thanks for your response and for letting me know. 

         

        I don't notice names much in the forum. I will send you a private message and continue helping there. 

         

        In the meantime, feel free to post again in the forum. 

         

        Thanks,

        Genreve

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