Is it possible to copy memorised transactions from one account to a newer version of the account?

Wendi
Wendi Member Posts: 14 Novice Member Novice Member
edited October 2024 in Reckon Accounts (Desktop)
Is it possible to copy memorised transactions from one account to a newer version of the account? (created due to change in chart of accounts)

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  • Shane_6461899
    Shane_6461899 Reckon Staff Posts: 339 Reckon Staff
    edited February 2020
    Hi Wendi,

    If you mean a new company file, then no its not possible.  You will need enter the transaction first, and then memorise it again.

    However if you mean can you change the account on a memorised transaction, then yes, simply change the account on the transaction the next time you use that memorised transaction and then memorise it again replacing the existing one.

    Regards,
    Shane.
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