MYOB Accounting Plus 18 Tutorials
Creating Your Company File / Deleting Accounts
Subtitles of the Movie (MYOB Accounting Plus 18 / Creating Your Company File / Deleting Accounts)
Now we're going to have a look at Deleting Accounts. This is really easy, but there are a couple of difficulties that you may sometimes run into. The first one e is that the actual method of deleting an account may be a little bit hard to find. Let's open the Accounts List and your first instinct may be to select the Account in the Accounts List and hit the Delete key on the keyboard. Well, that doesn't work, and it's actually a very common thing in MYOB, so it's a good idea to try to remember this one down the track. Instead of using the Delete key we have to use the Menu, and furthermore, we have to be in the Editing window for that Account before we can delete it. We can't just select it in the List and then select Delete. So the first Account I'm going to delete is the Diner's Club Credit Card Account. Double-click it, or use the Zoom arrow and then go to the Menu and choose Edit, and Delete Account, and now it's gone. And it is really gone, so it pays to make sure that you have the right Account opened up before you select this option. Also, be aware of what happens when you delete a Header Account. Any Detail Accounts underneath it are not deleted with it, but they are still altered. To demonstrate, let's get rid of GST Liabilities. Double-click, we'll delete the Account, and it's gone. The two Accounts which were previously held in it have now moved up one level. They're still there, they just now belong to a different Header Account. OK, that was pretty easy. Let's try one a little bit harder. Grab the Trade Creditor's Account and try to delete that. We can't do it because this Account is a Linked Account. Check the Details tab and we see that it's linked for Tracking Payables. If we did delete it, our linking would get all out of whack. To actually get rid of it we have to choose Setup, Linked Accounts, Purchases Accounts, and then change the top option here. And finally, MYOB will stop you from deleting any Account that already has transactions applied to it, or is linked to an Item, Payroll Category, Job History Record, and a few other things, which really makes sense because if we went ahead and deleted an Account that has transactions applied to it, those transactions would then be sitting in limbo and they wouldn't be recorded anywhere. So my rule of thumb is, if you're going to be deleting any Accounts from your Company File, try to do it before you start actually using your file. If you do it later just be aware that there are some accounts that shouldn't and can't be deleted. Now to finish this lesson up I'm going to re-Import the Accounts List that we Exported in the last lesson. I've gone and deleted a few rather important Accounts here which we're going to need later on in this course. If you're working from my Sample Files you can find this MYOB file called VTC.MYO in Chapter 03 Folder and you can also find the Accounts file called ACCOUNTS.TXT.
Tutorial Information
| Course: | MYOB Accounting Plus 18 |
| Author: | Rick Martin |
| SKU: | 34040 |
| ISBN: | 1-935320-75-0 |
| Release Date: | 2009-09-25 |
| Duration: | 9 hrs / 130 lessons |
| Work Files: |
Yes |
| Captions: | No |
| Compatibility: |
Vista/XP/2000, OS X, Linux QuickTime 7, Flash 8 |
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