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JNett's avatar
JNett
9 months ago

bank feeds

We submitted forms for a client's two new bank accounts in November.  I expected the bank feeds to start within the 10 days and requested the client download qif transactions in the interim.  The cli...
  • Genreve_S's avatar
    Genreve_S
    9 months ago

    Hi JNett, 

     

    Thanks for reaching out with your concerns.

     

    I'm sorry to hear you're having trouble with uploading bank statements and linking bank feeds. Just to clarify, the MYOB Business web app only supports QIF file uploads for bank statements. Unfortunately, these can't be added manually as you mentioned. For a better understanding of the process, you might find this article helpful: Import Bank and Credit Card Statements.

     

    Regarding your other issue, please note that uploading a QIF file doesn't require a bank feed linked. QIF files are linked directly to the account, not the bank feed. So, you can upload a bank statement even before your first bank feed arrives and it's linked to a ledger account.

     

    If you need more help or have any other questions, don't hesitate to ask.

     

    Thanks,
    Genreve

     

Genreve_S's avatar
Genreve_S
MYOB Moderator
9 months ago

Hi JNett, 

 

Thanks for reaching out with your concerns.

 

I'm sorry to hear you're having trouble with uploading bank statements and linking bank feeds. Just to clarify, the MYOB Business web app only supports QIF file uploads for bank statements. Unfortunately, these can't be added manually as you mentioned. For a better understanding of the process, you might find this article helpful: Import Bank and Credit Card Statements.

 

Regarding your other issue, please note that uploading a QIF file doesn't require a bank feed linked. QIF files are linked directly to the account, not the bank feed. So, you can upload a bank statement even before your first bank feed arrives and it's linked to a ledger account.

 

If you need more help or have any other questions, don't hesitate to ask.

 

Thanks,
Genreve

 

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