Forum Discussion

elcamino's avatar
elcamino
23 days ago

Link different bank accounts to different invoice templates

Hi there
My business [one ABN] trades under 2 business names and I have a different bank account for each.


I can't work out how to change the bank account details in the second template that I set up.

 

Can anyone offer directions on that?

Thanks 

Pete 

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    23 days ago

    Hey elcamino,

     

    If you're using the same ABN for two different business names, you'll need to update the bank account details on the second template to reflect the different account. To change the bank details, you should be able to edit the template directly on MYOB Business. Here's a link that you can check for more information and detailed steps.

     

    Best regards,

    Doreen

    • elcamino's avatar
      elcamino
      21 days ago

      Thanks Doreen

      That link is for AccountRight. When I follow the instructions, I can't find the 2 invoice templates that I created in the online version. So, I can't change the bank details in them.
      a} Is there a way to do if via the online app?

      b} Am I missing something that means those templates aren't visible in AccountRight?

       

      Thanks 

       

      • Isaiah_C's avatar
        Isaiah_C
        MYOB Moderator
        20 days ago

        Hi elcamino,

         

        Currently, it's not possible to change the bank details on invoice templates within web version or MYOB Business. I recommend submitting this as a suggestion to the MYOB Ideas Board. The product team reviews customer feedback to prioritise future updates, and your input would be valuable. If this suggestion is already submitted, you can cast a vote to show your support. 

         

        Regards,

        Sai