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ANSWER ID:34112

If you've recorded a sale or purchase but need to change the customer or supplier for that transaction, here's how.

Need to change something else in a transaction? See the AccountRight help (Australia | New Zealand).

 

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titleTo change the customer or supplier in a transaction
  1. Go to the Setup menu and choose Preferences.
  2. Click the Security tab and ensure the preference Transactions CAN'T be Changed; They Must be Reversed is deslected, then click OK.
  3. Open the Sales Register (via the Sales command centre) or Purchases Register (via the Purchases command centre) to display your sales or purchases.
  4. Click the zoom arrow next to the transaction to be modified.
  5. Click Save as Recurring. The Recurring Schedule Information window appears.
  6. In the Frequency field, choose Never.
    Edit recurring schedule window with frequency set to never
  7. Click OK to re-display the transaction.
  8. Go to the Edit menu and choose Delete Sale or Delete Purchase (as applicable).
  9. Go to the Lists menu and choose Recurring Transactions. The Recurring Transactions List window appears.
  10. Click the recurring transaction created above then click Use Recurring. A new sale or purchase is displayed (as applicable).
  11. In the Customer or Supplier field (as applicable), select the correct customer or supplier.
  12. Ensure the other details of the transaction match the original transaction (original transaction date, invoice number, etc.), then click Record.
  13. On the Recurring Transactions List window, click the recurring transaction created above then click Delete.
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Recurring transactions (Australia)

Recurring transactions (New Zealand)

Changing or deleting a transaction (Australia)

Changing or deleting a transaction (New Zealand)