how to find a card that is linked to an account

Hi DeeRoss 

In theory, you could run the Reports>>Card>>Card List [Detail] report to see the Income account selected for the customer. Actually, I personally wouldn't go down that approach as that report is not the best for this approach.

The way I would do it would be is export out the Customer cards (File>>Import/Export Assistant>>Cards -- Customer), selecting the Co./Last Name, First Name & Account fields. This will give you a text file that you can use the Find function in NotePad or Excel to locate that account and customer card impacted.

If I really couldn't find that account, the other way you could do it would be to combine the accounts with one you wanted to keep (or have for the cards). This would "trick" the system into moving that customer card to another account and then allows for the other (incorrect) one to be deleted

Hi

Not sure that this is what you want but if you go into the account and look at the details tab it shows what it is linked to.

Otherwise if you go into the account and look at current balance there is a blue arrow next to it

If you click on it it will bring up any transactions ( you may need to change date range) .The transactions will help lead to the info you need

Hope this helps

Lisa

Hi Lisa,

Thank you for your suggestion - sad part is that I've only just set up the new chart of accounts and no transactions have been made in the system, except for 1 invoice that is not linked to that account at all.

Kind regards,

Doris

Hi The Doc<

Thank you for your suggestion.

I think i will do that, but it still leaves it in the chart of accounts.

We had so many defunct accounts in the old system, hence why starting the new one.

It is so frustrating that when you've checked every possible card for the link and you cant find anything!

I've attached the pic of what I'm on about.

Once again, thank you for your input - I have done that.

Kind regards

Doris

Did you check the detail tab in the account?

Lisa

Hi Lisa,

Yes i did check the details tab and its not linked.

Doris

If you do choose to run a report from the card tab you could go into advanced filters and in the insert modify there is a show hide

Quite a few things are selected so you could remove most but keep account

This shows the account linked to the card

This linked account resides in the selling details tab of the customer card

Lisa