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DeeRoss's avatar
DeeRoss
Experienced Cover User
3 years ago
Solved

how to find a card that is linked to an account

I have set up a new accounts list on a new MYOB database. I have entered an income account that I now wish to delete, but it won't let me delete it as it says that it is linked to a card.   This i...
  • The_Doc's avatar
    The_Doc
    3 years ago

    Hi DeeRoss 

     

    As suggested by LRBooks61 - check for anything preventing a deletion.

     

    However, MYOB of new - vs the old Permier does not make delting accounts easy - it seems that once you have linked something, inadvertently or otherwise it becomes almost impossible to delete and that annoying reminder tells you so.

     

    If the obvious has been checked and it won't let you delete - just x-9999 it and inactivate it.

    A lot simpler.

     

    The Doc

     

     

     

DeeRoss's avatar
DeeRoss
Experienced Cover User
3 years ago

Hi The Doc<

 

Thank you for your suggestion.

I think i will do that, but it still leaves it in the chart of accounts.

We had so many defunct accounts in the old system, hence why starting the new one.

 

It is so frustrating that when you've checked every possible card for the link and you cant find anything!

I've attached the pic of what I'm on about.

 

Once again, thank you for your input - I have done that.

 

Kind regards

Doris

 

LRBooks61's avatar
LRBooks61
Ultimate Cover User
3 years ago

Did you check the detail tab in the account?

Lisa

  • DeeRoss's avatar
    DeeRoss
    Experienced Cover User
    3 years ago

    Hi Lisa,

     

    Yes i did check the details tab and its not linked.

     

    Doris

    • Steven_M's avatar
      Steven_M
      Former Staff
      3 years ago

      Hi DeeRoss 

       

      In theory, you could run the Reports>>Card>>Card List [Detail] report to see the Income account selected for the customer. Actually, I personally wouldn't go down that approach as that report is not the best for this approach.

      The way I would do it would be is export out the Customer cards (File>>Import/Export Assistant>>Cards -- Customer), selecting the Co./Last Name, First Name & Account fields. This will give you a text file that you can use the Find function in NotePad or Excel to locate that account and customer card impacted.


      If I really couldn't find that account, the other way you could do it would be to combine the accounts with one you wanted to keep (or have for the cards). This would "trick" the system into moving that customer card to another account and then allows for the other (incorrect) one to be deleted

      • LRBooks61's avatar
        LRBooks61
        Ultimate Cover User
        3 years ago

        If you do choose to run a report from the card tab you could go into advanced filters and in the insert modify there is a show hide

         

        Quite a few things are selected so you could remove most but keep account

         

        This shows the account linked to the card

         

        This linked account resides in the selling details tab of the customer card

         

        Lisa

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