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wealthwithin's avatar
wealthwithin
Cover User
8 months ago

Unlinking bank account linked to cheque payments

Hi,

 

I have created two new MYOB files in Account Right. I imported the accounts list from another MYOB file into both of the new files. 

 

The current assets account, is a header account in all other files we have, however in the 2 new files it is a detail account and I cannot make it a header account becuase it is linked to "cheque payments".

 

Can you please show me the steps to unlink it. I have tried looking at posts in the community without success.

 

Tracey

  • Hi wealthwithin,

     

    Thank you for your post, and welcome to the Community forum.

     

    To unlink a detail account from being linked to cheque payments in AccountRight, kindly follow the steps below:

    • Navigate to the Accounts >> Accounts list
    • Locate the account that is currently set as a detail account and linked to cheque payments
    • Click on Details and select the arrow beside the linked account for
    • Attempt to change it to the header account and save the changes

    Kindly refer to the attached screenshot below:

     

     

    I hope this helps! Please let me know how you get along and if you require any further assistance with this. I'm here to assist.

     

    Cheers,

    Princess

1 Reply

  • Hi wealthwithin,

     

    Thank you for your post, and welcome to the Community forum.

     

    To unlink a detail account from being linked to cheque payments in AccountRight, kindly follow the steps below:

    • Navigate to the Accounts >> Accounts list
    • Locate the account that is currently set as a detail account and linked to cheque payments
    • Click on Details and select the arrow beside the linked account for
    • Attempt to change it to the header account and save the changes

    Kindly refer to the attached screenshot below:

     

     

    I hope this helps! Please let me know how you get along and if you require any further assistance with this. I'm here to assist.

     

    Cheers,

    Princess