Change a Linked Account

Question

Hi, 
 
 If after making a payroll for 2-3 month I changed a linked account to any deduction then is it possible to automatically transfer transactions from old to new linked account? 
 
 Thanks, 
 Yatin

Erzsi_I · Accepted Answer

Hi Yatin S , 
 If you've changed a linked account for deductions after processing payroll for a couple of months, transferring transactions automatically isn't a feature that's directly available. However, you can address the change by following these steps: 
 
 Backup your data to prevent any loss during the process. 
 Verify if the account you want to modify is linked by navigating through Setup > Wizards > Linked Accounts and go through the wizard. 
 Manually recreate the transactions with the correct linked account. This can be tedious but will ensure your records are accurate. 
 For future transactions, the new linked account will be used automatically after you've made the change in your settings. 
 
 If you need to unlink the old account, remember to navigate to the account through the Chart of Accounts and use the delete or backspace on your keyboard to unlink it. Ensure that this account is not linked elsewhere in your company settings to avoid inconsistencies. 
 Please note that editing historical transactions should be done with caution, and it may be advisable to consult with a Sage business partner or support analyst to ensure the integrity of your financial data. 
 Hope this helps! Warm Regards, Erzsi

Sage 50 Canada

Change a Linked Account

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