Is there a way that we can change a cash account to a new branch?
Example:
We are are currently using cash account **1234 for branch A and would like to use it for branch B
Solved
Cash Account Branch Change
Best answer by Laura02
Hello,
We can’t change the branch on a bank account that has posted transactions, in Banking module, Cash Accounts screen.
We can set up a new Cash account connected to the new Branch, and to the same GL Account and Subaccount as the previous bank account. Then we can transfer the remaining balance from the old account **1234 to the new account *1234, and carry on using the new Cash Account.
Laura
+19Hello,
We can’t change the branch on a bank account that has posted transactions, in Banking module, Cash Accounts screen.
We can set up a new Cash account connected to the new Branch, and to the same GL Account and Subaccount as the previous bank account. Then we can transfer the remaining balance from the old account **1234 to the new account *1234, and carry on using the new Cash Account.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
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