I changed my credit card account to a "bank" account by mistake. I need to change this back but it w

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Wendy_6675044
Wendy_6675044 Member Posts: 1 ✭
edited August 2018 in Reckon Accounts (Desktop)
Changed my credit card from an account type of "credit card" to a bank account. It let me change this, but I realised I made a mistake and need to change it back to a credit card account. Error says unable to change - I need it to be back as a credit card. Help Please

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  • Shisir
    Shisir Alumni Posts: 230 ✭
    edited August 2018
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    Hi Wendy
    Thank you for asking Reckon Community.
    This is unfortunate mistake and cannot be undone. Bank account cannot be changed to any other type of account. So my suggestion is to restore the backup file you may have prior to change the type of the account.
    Hope this helps.
    Regards
    Shisir
  • SusanR
    SusanR Accredited Partner Posts: 30 Accredited Partner Accredited Partner
    edited November 2016
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  • SusanR
    SusanR Accredited Partner Posts: 30 Accredited Partner Accredited Partner
    edited November 2016
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    Hi Wendy,

    A bank account cannot be changed to any other account type.  You could set up a new credit card account type and use the Transfer Money feature to transfer the reconciled balance over from the bank account to this  account.  All new  transactions should be entered in the credit card account.

    You might also want to make the bank account inactive once the transfer results in the bank account having a zero balance.

    I hope this helps.

    Sue

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