Forum Discussion

apeter's avatar
apeter
Experienced User
4 days ago

report for personal contacts

I have 2 personal contact entries that are the same person, so I want to delete one. When I try, MYOB tells me both have transactions recorded, so cannot be deleted.

How do I get a list of all transactions recorded against a particular personal contact?

2 Replies

  • Hi apeter - thanks for your question.

     

    If you have an MYOB AccountRight subscription (which allows you to access your file in a web browser as well as the AccountRight desktop software), you can combine contacts using your AccountRight software. Here's a help topic all about it: Combining cards.

     

    If this isn't possible, can you confirm what type of transactions you've recorded against personal contacts?

     

    Adrian

    • apeter's avatar
      apeter
      Experienced User

      Hello Adrian,

      I have a myob business subscription, and cant see the card file command.

      I am not sure what the transactions recorded against the two personal contacts are - that is what I am trying to find. We have a member 'john' who is also known as 'jack'. Someone has created 2 different contacts for the same person. I want to change the transactions on the wrong name  to the correct name, and delete the wrong contact.

      Andrew