Forum Discussion

WK3's avatar
WK3
Contributing User
5 years ago

Linked accounts

Dear All,   I currently set up a MYOB AccountRight and used its simplified default chart of accounts provided by MYOB. Then I import my own chart of account in TXT. format. Later on, when I was try...
  • Neil_M's avatar
    Neil_M
    5 years ago

    Hi WK3 

     

    Given the options within the Setup >> Linked Accounts options are a drop down list, I’d start by checking that the accounts you want to use haven’t been marked as inactive in the Accounts list. As inactive accounts cannot be selected from lists within AccountRight, this could account for why they aren’t showing up.

     

    As you mention importing the accounts, I wonder if the active field was missing from the import file / not matched. Without this field Accountright assumes the imported accounts are inactive, which would prevent the accounts from appearing in lists to be selected 

Neil_M's avatar
Neil_M
Former Staff
5 years ago

Hi WK3 

 

Given the options within the Setup >> Linked Accounts options are a drop down list, I’d start by checking that the accounts you want to use haven’t been marked as inactive in the Accounts list. As inactive accounts cannot be selected from lists within AccountRight, this could account for why they aren’t showing up.

 

As you mention importing the accounts, I wonder if the active field was missing from the import file / not matched. Without this field Accountright assumes the imported accounts are inactive, which would prevent the accounts from appearing in lists to be selected 

  • WK3's avatar
    WK3
    Contributing User
    5 years ago

    Dear Neil,

     

    Thanks for your hit! and yes, the chart of accounts I imported was shown as inactive:smileytongue: I think I have to import the accounts again...

     

    Thank you very much and I really appreciates your kindly help!

     

    From Emily

    • Neil_M's avatar
      Neil_M
      Former Staff
      5 years ago

      Hi WK3 

       

      No worries, happy to help.

       

      If you were going to reimport the accounts list, ensuring that the active field is included, I’d recommend making sure you took a backup of the file first. This way if anything goes awry in the import, you can restore the backup and try again.

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