Forum Discussion

jjones's avatar
jjones
12 months ago

Linked accounts in manage bank feed

Hi MYOB Business In the 'manage bank feeds' I have a list of bank accounts but in the 'linked account' column nothing in the drop down matches what I need and they are 'asset' options   I have al...
  • Princess_R's avatar
    Princess_R
    12 months ago

    Hi jjones,

     

    Thank you for your post. I'd like to extend you a warm welcome to the community forum. I hope you find it a valuable resource.

     

    I understand the challenges you are facing with managing bank feeds. I'm here to help you resolve this. In managing bank feeds, you could only link bank accounts to an asset account, while if it's a credit card, you can link it to a liability account. Regarding the linked account column not displaying suitable options, it's important to ensure that your chart of accounts is appropriately set up and active. Make sure to check the account type.

     

    This Help article, Managing your bank feeds, has detailed information on changing the associated linked account.

     

    I hope this helps! Please let me know if you require any further assistance with this. I'm here to assist you.

     

    Cheers,

    Princess

Princess_R's avatar
Princess_R
MYOB Moderator
12 months ago

Hi jjones,

 

Thank you for your post. I'd like to extend you a warm welcome to the community forum. I hope you find it a valuable resource.

 

I understand the challenges you are facing with managing bank feeds. I'm here to help you resolve this. In managing bank feeds, you could only link bank accounts to an asset account, while if it's a credit card, you can link it to a liability account. Regarding the linked account column not displaying suitable options, it's important to ensure that your chart of accounts is appropriately set up and active. Make sure to check the account type.

 

This Help article, Managing your bank feeds, has detailed information on changing the associated linked account.

 

I hope this helps! Please let me know if you require any further assistance with this. I'm here to assist you.

 

Cheers,

Princess

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.