Forum Discussion

FTA123's avatar
FTA123
Experienced User
1 year ago

Copy Recurring Transactions to another entity

Hi

We have many recurring Sales invoices that we have in 1 entity. 

 

We would like to transfer these to another entity.

 

Is there a way to do this quickly?

 

Thank you.

1 Reply

  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    1 year ago

    Hi FTA123

     

    A quick transfer of recurring transactions to another entity can definitely save you a lot of time. Currently, there isn't a direct way to transfer recurring transactions between different entities in MYOB. You'll need to manually recreate these recurring transactions for the new entity. I understand it might be time-consuming; therefore, I would suggest posting this idea to our MYOB AccountRight Idea Exchange board for feature consideration. This suggestion will definitely be a great help in the future. Let me know if you have other queries!

     

     

    Kind regards,

    Shella

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