Forum Discussion

FTA123's avatar
FTA123
Experienced User
2 months ago

Bulk Change in Account Numbers

Hi,

We've recently realised that quite a number of our transactions have been posted to the wrong account number.

The problem is, within that account number, there are other types of transactions.

For example, within the Printing & Stationery account number, we've got:

Officeworks

Fuji

etc etc.

We'd like to move all Fuji expenses out of Printing & Stationery and into Leasing.

 

Is there a way that MYOB can sort through the transactions and do a bulk transfer to the Leasing Account Number?

 

Hope my query makes sense!

2 Replies

  • Shella_A's avatar
    Shella_A
    MYOB Moderator

    Hi FTA123

     

    Absolutely, your query makes sense! In MYOB, you can use the 'Find Transactions' feature to locate all the Fuji expenses. Once you've found them, you can change the account number for each transaction to 'Leasing'. However, MYOB doesn't currently support a bulk change feature for account numbers, so you'll need to update each transaction individually. Therefore, I would rather recommend posting this feature on our MYOB Business Idea Exchange board for consideration. Let me know if you have other queries!

     

     

    Kind regards,

    Shella

  • kb33087's avatar
    kb33087
    Contributing Partner

    Hi

    Have you tried find and recode, depending on which version you are using. 

    It brings up all the transactions in the category you can then select all that need to be recoded and type once the new code that you want the transactions to be in.