Articles Blog
MYOB - Supplier set up as Customer, but can’t correct it – How can I change it?
- Details
-
Published on Wednesday, 07 May 2014 17:19
Client emailed - I have been entering Spend Money dockets today and when I did a card for a supplier I didn’t realise that I in my haste the supplier was set up as a customer... but I can’t correct it - the transaction is already saved - but how can I change it (the card) - when I try and edit the card it won’t allow me. The customer/supplier choice won’t allow me to change it???? I thought that I was doing ok and have kind of hit a wall what do I do?????? Cheers Natasha
Solution – No need to delete the card – But note you can’t delete OR change/correct the status of card type UNTIL – you take any transactions (trns) off the card (eg you can open the trans. then change the card in the spend money to another card for a moment, such as the next card in the list), and also change the Recurring Transaction created earlier (>(click/go to) Lists >Recurring Transactions, scroll or search in the box at the top >double-click to open, change the card to another for a moment, Save a copy).
Then >Lists >Cards >find the card, change the type from customer to supplier >OK, close cards.
Go back to the original transaction, open it >Change back to the updated card >OK, say yes to changes
Then go back to Recurring Trns - Lists >Recurring Transactions, scroll or search in the box at the top >edit, change the card back and save it.
Need help? Not sure? Call for FREE 30min advice / strategy session today! Aus +61 407 361 596
and also get FREE “Avoid these GST mistakes” – There’s 18 that the Tax Office see regularly – Get them right!
For more business tips, see www.accountkeepingplus.com.au
