Forum Discussion

Kristyh1's avatar
Kristyh1
Trusted User
4 years ago

Trying to change a credit card to a Liability

I have a client MYOB and they have 2 loans set up as a liability but under a credit card.   I am needing to change these to a long term liability but get the below error message   You have cheque...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi Kristyh1 


    If you have used a bank/credit card type account as a Pay from account/Deposit to account on a transaction you would not be able to change the account type. 

     

    If you are needing to change that, deleting the transactions, updating the account, and then re-processing would be the recommendation. Alternatively, creating a new account and recording a journal to transfer the balance from the old to the new would be an option.

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi Kristyh1 


If you have used a bank/credit card type account as a Pay from account/Deposit to account on a transaction you would not be able to change the account type. 

 

If you are needing to change that, deleting the transactions, updating the account, and then re-processing would be the recommendation. Alternatively, creating a new account and recording a journal to transfer the balance from the old to the new would be an option.

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.