Home› Accounting› Accounting Technical Support

redirect bank to next year account

rzmudarzmuda Member Posts: 3

Every year I setup a new account so I can easily see what's being made. This year I did the same thing but with the new version I cant figure out how to redirect the bank to the new one without getting rid of the old one. What can I do?

in Accounting Technical Support

Comments

  • JulianPJulianP Member Posts: 1,002 ✭✭✭

    Hey @rzmuda !

    I believe you are referring to your account on your Chart of Accounts page for automatic transaction imports. One way to do this is by creating a new account with a distinct name for identification purposes. Then, you can move the previous years transactions in bulk to the new account. Once this is done, your current account that is linked to your bank connection will only contain this years transactions. I hope this helps!

    edited January 18, 2021
  • rzmudarzmuda Member Posts: 3

    ok will check that out thanks

Sign In or Register to comment.