Linking accounts

Hi Everybody!

I have been using Simply Accounting/Sage 50 for many years, however a few years ago a "glitch" happened. The accountant has asked that I start a new company rather than simply roll everything into the new year. I have done most of that. I am having trouble linking my principal bank account. Whenever I go to the setup/settings/linked accounts, there's an arrow to open the "Principal bank account" but there are no accounts showing there. When I try to put in the account number for our bank account, a pop up shows saying I can't use that account. So now I can't enter any purchase invoices to this "new" company.

Anybody know what I've left out or what I'm doing wrong??

HPS

  • 0

    Hi HPS,

    Please go to your Chart of Accounts.  Double click the bank account to open the General Ledger.  Click Class Options.  Then, change the Account Class to Bank.

    You should be able to select bank account in the linked account section.  

    Hope this helps