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elcamino's avatar
elcamino
4 months ago

Link different bank accounts to different invoice templates

Hi there My business [one ABN] trades under 2 business names and I have a different bank account for each. I can't work out how to change the bank account details in the second template that I se...
Doreen_P's avatar
Doreen_P
MYOB Moderator

Hey elcamino,

 

If you're using the same ABN for two different business names, you'll need to update the bank account details on the second template to reflect the different account. To change the bank details, you should be able to edit the template directly on MYOB Business. Here's a link that you can check for more information and detailed steps.

 

Best regards,

Doreen

elcamino's avatar
elcamino
4 months ago

Thanks Doreen

That link is for AccountRight. When I follow the instructions, I can't find the 2 invoice templates that I created in the online version. So, I can't change the bank details in them.
a} Is there a way to do if via the online app?

b} Am I missing something that means those templates aren't visible in AccountRight?

 

Thanks 

 

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    4 months ago

    Hi elcamino,

     

    Currently, it's not possible to change the bank details on invoice templates within web version or MYOB Business. I recommend submitting this as a suggestion to the MYOB Ideas Board. The product team reviews customer feedback to prioritise future updates, and your input would be valuable. If this suggestion is already submitted, you can cast a vote to show your support. 

     

    Regards,

    Sai

     

    • elcamino's avatar
      elcamino
      3 months ago

      Thanks Sai
      Is there a reason why I can't see the templates created on the web version in AccountRight? Do they not talk to each other?

      • Isaiah_C's avatar
        Isaiah_C
        MYOB Moderator
        3 months ago

        Hi elcamino,

         

        Invoice templates created in AccountRight won't appear in the web version because they operate on separate platforms.

         

        Regards,

        Sai

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