Forum Discussion

Cover User

2 years ago

Solved

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

Princess_R
2 years ago
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

3 Replies

Princess_R
MYOB Moderator
2 years ago
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
Warren01
Member
1 year ago
Hi Princess R...

This trick does not work anymore as "Chq Payments" is not linked anywhere that I can find.
That said I can not find HOW to change the setup to a preferred bank account number and not use the default of Code 11000
Isaiah_C
MYOB Moderator
1 year ago
Hi Warren01,

To update the preferred bank account and avoid the default (e.g., code 1100), you can follow these steps:

1. Check the linked bank account:

Go to Setup > Linked Accounts > Accounts & Banking.

Review the bank account for Cheque Payments (or similar).

Update this to the correct account you wish to use.

2. Confirm the account in the Chart of Accounts:

Go to Accounts > Accounts List.

Locate the preferred bank account to ensure it's active and ready for use.

3. Review and Save:

Ensure all changes are correct.

Save the changes to update the system settings.

For more detailed guidance, you can refer to this link.

Regards,

Sai