Forum Discussion

FTA123's avatar
FTA123
Experienced User
1 year ago

Copy Recurring Transactions to another entity

Hi We have many recurring Sales invoices that we have in 1 entity.    We would like to transfer these to another entity.   Is there a way to do this quickly?   Thank you.
Shella_A's avatar
Shella_A
MYOB Moderator
1 year ago

Hi FTA123, 

 

A quick transfer of recurring transactions to another entity can definitely save you a lot of time. Currently, there isn't a direct way to transfer recurring transactions between different entities in MYOB. You'll need to manually recreate these recurring transactions for the new entity. I understand it might be time-consuming; therefore, I would suggest posting this idea to our MYOB AccountRight Idea Exchange board for feature consideration. This suggestion will definitely be a great help in the future. Let me know if you have other queries!

 

 

Kind regards,

Shella

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