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New to bank feeds

Hillarey

I have been doing my reconciliations via the Command Centre.

Today i now have bank feeds but the entries start from 01/04/22.

The previous months have been reconciled via Command Centre/Reconcilation

In order to use the bank feeds so they reconcile, do I need to undo all previous recons/entries and "match"those in bank feeds in order to use the bank feed reconciliation with corresponding calculated balances.?

Thanks

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Accepted answers

LRBooks61

You can do as you first queried

Undo your reconciliations and then match through bank feeds.

To complete the reconcilation the bank feeds screen will take you back to the reconcile account screen to complete the process.(Command Centre)

So hide or match is just a personal/business preference.

As long as the myob transactions reconcile to your bank statement your running balance will be fine.

Hope that helps

Lisa

All comments

Hillarey

Thank you. it doesnt correct my running balance in order to reconcile but at least I can use the bank feed to reconcile via the Command Centre.

AlanT

Hi @Hillarey

If you have Bank Feed entries for transactions that have already been reconciled, you can righ click on the entry in the bank feed window and from the pop up menu select the option to hide the transaction.

Regards,

AlanT