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

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  • Updated 6 years ago
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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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Wendy

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Posted 6 years ago

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Shisir, Employee

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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
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SusanR, Accredited Partner

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(Edited)
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SusanR, Accredited Partner

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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