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lmch-362370's avatar
lmch-362370
Experienced User
2 months ago

Bank feed linked incorrectly

Hi 

I have a client who has opened a new business bank account. They have then changed the name of the original business account in the chart to the new bank account and linked the new bank feed to this chart account. 

 

They have changed the account for the old business account, so no transactions other than the last month are linked to this account, where as the new business account has transactions from the last month and going back 6 years, but it was only opened a month ago. 

 

What is the easiest way to fix this without making it a bigger mess?

 

Thanks :)

1 Reply

  • Hi lmch-362370,

     

    Looks like you're in quite the pickle with your bank account changes. The best way to straighten this out is to get your bookkeeper or accountant involved. They’re the experts at sorting through these details and making sure everything is correctly aligned without causing more hassle.

     

    Cheers,

    Princess