Overview
When creating a new account in the Chart of Accounts, you may accidentally select Attach to all entities. Once this option is selected, the account becomes available across all entities in your database.
If you intended the account to be available for only one entity (for example, a single SMSF), you may need to take additional steps to correct the setup.
Why This Happens
If Attach to all entities is selected when the account is created, the account is globally available across all entities. In some cases, the system will not allow the option to be unticked, particularly if the account has already been saved or used.
Step 1: Try Removing the Global Attachment
Navigate to the Accounting
Select Chart of Accounts.
Select Global View.
Search for and open the account.
Attempt to untick Attach to all entities.
Click the entity selector and attach the account only to the required entity.
Save the changes.
If the system does not allow you to untick the option, follow the workaround below.
Step 2: Workaround if the Option Cannot Be Unticked
If the account already contains transactions, you must move those transactions to the new account before deleting it.
If transactions remain against the account, the system will not allow deletion.
Create a new expense account in the Chart of Accounts.
Ensure Attach to all entities is NOT selected.
Attach the account only to the correct entity.
Reallocate any transactions from the original account to the new account.
Once all transactions have been moved, you can delete the original account or leave it attached to all/some entities if it may be used elsewhere.