I have uploaded the wrong Visa Statement. Can it be removed? If so how would I do this?
Thank you.
Hi Vickie ,
Thanks for your question! Yes, if you've uploaded the wrong bank or Visa statement in Sage 50 Canada, you can remove it and start fresh by clearing the imported online statement. Here’s how:
To remove a previously uploaded bank statement:
Back up your data – always a good first step! Here's how: How do I create a backup?
In the Home window, go to Maintenance > Clear Data > Clear Account Reconciliation.
Again, under Maintenance > Clear Data, select Clear Imported Online Statements.
Choose the appropriate bank or credit card account.
In the Clear Up To box, select the date on your latest (correct) bank or credit card statement.
Click OK.
Once that's done, you can re-import the correct statement.
More detailed instructions here: I am not able to re-import online statements
Hope this helps! If it does, please mark the reply as verified :)
Best regards,
Erzsi
*Community Hub is the new name for Sage City