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We need to start a new file however, when importing the bank accounts etc from the current file, there are some issues with Linked Accounts.
There are several default acounts that are included in the Accounts List along with those I imported so now there are both the default Cheque Account (linked to Cheque Payments) plus the imported Bendigo Cheque Account.
I cannot se ewhere to un-link the cheque account from Cheque Payments so that I can then delete this unwanted account.
- the imported structure is different e.g. Fixed Assets in the current file is a Header Account but it is now locked in as a Detail Account!
- Trade Debtors, Trade Creditors and Retained Earnings are all duplicated.
When you create a company file the system will create a series of accounts and use these as linked accounts for various parts of the program. For example, the first bank account General Cheque Account 1 will be a linked account for most banking options. You are welcome to change those linked accounts if they don't match your business requirements. To see and change the linked accounts you can go to Setup>>Linked Accounts - there are various options to go through.
In your case, you probably want to go through Setup>>Linked Accounts>>Sales (& Purchases) and update the Bank Account for Customer Receipts (Bank Account for Paying Bills) to be that imported account.
For your other points:
Do let us know how you get on and if you require further assistance.