Importing qif file and assigning accounts. Accountright premier V19.16

Question

Hi,

Would appreciate help please:

Importing a qif file from banks and works fine, however taking too long assigning each transaction to

specific account (i.e 4-1000 for sales) etc.

Any way I can add a column in the excel qif file and then myob will read it and assign into specific

income/asset/liability sub-account? Please see photo.

Accountright premier V19.16

Regards

Ash.

Inked2.jpg

Ashcash · Answer

Thanks Lisa I will try that appreciate your help thank you very much!

LRBooks61 · Answer

In bank feed

on the myob transaction side of the bank feed there are two options find or new. 
right click on new

the last option is a rule option for the transaction   You can select a transaction or a bill or invoice rule

select whichever is appropriate and another window opens

look at bank feed rules for account right for more details

hope that helps Lisa

complete details and save

Ashcash · Answer

Hi Lisa,

Thanks for your reply, would you know please how I can create rules in this older version of MYOB?

Ive been loking everywhere for a clear explanation.