Forum Discussion

maz1's avatar
maz1
Experienced User
2 years ago

Manually enter bank feeds

I am updating a MYOB file and have discovered that I am missing 2 weeks of bank feeds (late February to early March).  I have the statements so I know there are transactions to be entered. I am want...
  • AlanT's avatar
    AlanT
    2 years ago

    Hi maz1 ,

     

    Two options available to you here, one is to manually enter the transactions via the Bank Register module.  This will allow you to  both enter the transactions on the bottom of the window as well as see the transactions listed with a running balance so you know what you are missing easily.

     

    The second option is to down load a .QIF file from your bank's website for the missing period.  Then go to app.myob.com and using the web interface, select Banking » Bank Transactions and click the button in the top right of the window called [Import statement].  Click the [Import Statement File] button and follow the prompts to import the transactions.  Doing this will also mean that your bank feed rules will also be applied to the imported transactions.

     

     

    Hope that helps,

     

    AlanT

maz1's avatar
maz1
Experienced User

Hi AlanT

thanks for your response.  I decided to enter through the bank register.  I don't have access to the bank transactions so I will just have to add the 30 odd transactions manually. 

Just hoping for an easier option :( 

Sean_DC's avatar
Sean_DC
Former Staff
2 years ago

Hi maz1 and Charlie-carp 

 

Thank you for your post. This Help Article, Importing a Bank Statement, has the steps you need in importing a bank statement in AccountRight. In AccountRight, you might also need to click on Get Bank Transactions for your bank feed to update. The Bank Statement column will then refresh and display any new bank transactions that have occurred since your last update. If your bank feeds are still not updating, please let me know. 
 


Please feel free to post again. I'm happy to assist further.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.

 

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