Forum Discussion

Jas0507's avatar
Jas0507
8 days ago

How to enter in bank transactions when I cannot download the file from the bank

The bank is onl;y providing data from 28 months ago. I need transactions from 2019 since the bank feeds were not setup. How do I go about entering in this data in the format required.   Also I ha...
Genreve_S's avatar
Genreve_S
MYOB Moderator
8 days ago

Hi Jas0507,

 

Uploading bank statements to the file can be complicated sometimes. Currently, the only options to upload bank transactions to the file are via QIF file or bank feeds. If neither option is available for the 2019 transactions, you may need to record and reconcile them manually.  

 

As for the last 18 months' QIF file, there are no known limits on the information a QIF file can hold so there should be no issues uploading that to your file.

 

Let us know if you need any other help.

 

Thanks,
Genreve