Unlinking a bank feed or changing account

Contributing Cover User Donna2011
5 Posts
Contributing Cover User
New Zealand

Unlinking a bank feed or changing account

Recently I set up a bank feed and attached an asset account when it should be a liability account.  I have unmatched all transactions in the asset account.  I would appreciate knowing if I can change accounts and if so how is it done or do I need to delete the bank account and reapply?

1 REPLY
MYOB Moderator Neil_M
5,042 Posts
MYOB Moderator
New Zealand

Re: Unlinking a bank feed or changing account

HI @Donna2011

 

Thanks for your question

 

As long as every single bank feed transaction that has come through for that bank feed has been unmatched, then you will be able to change the associated account for that bank feed. Once the associated account has been changed then you will be able to match the bank feeds to the new account.

 

Please note that if you try and change the associated account without unmatching all of the transactions that have come through on the bank feeds for that account then you will receive n error message.

 

Do let us know how you get on with this,



Kind regards,
Neil
MYOB Client Support
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