Forum Discussion

Fetuani's avatar
Fetuani
Contributing User
11 months ago

Bank feed with a wrong account

Hi team,

I am new to this online MYOB, has been using the desktop version for 10yrs, we have 2 bank accounts, one working and the other savings. I am not sure what I did wrong but the bank feed has all of the daily transaction on the savings account and nothing on the working account so I can't reconcile as I do have an overdraft on the working account. 

Has anyone had this issue? 

3 Replies

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    11 months ago

    Hi Fetuani,

     

    It sounds like the bank feed may have been linked to the incorrect account in MYOB. You can go to Banking> Bank Feeds. Verify which bank account the feed is currently linked to. If it is incorrectly linked, you'll need to unlink it first.

     

    To unlink the bank feed, select the bank account and choose Manage Bank Accounts. Select the incorrect account and choose Unlink Account. Once unlinked, you can then link the bank feed to the correct working account by selecting Link Account. After relinking, you should be able to reconcile the transactions on the correct account.

     

    Regards,

    Sai

     

     

  • Fetuani's avatar
    Fetuani
    Contributing User
    11 months ago

    Sai, still doesn't work. I have unlinked from MYOB and my bank and start a new link for that particular account only but still the same. Does it automatically update or do I need to wait for the bank to update first. 

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    11 months ago

    Hi Fetuani,

     

    Bank feed transactions should be updated automatically. If the workaround to unlink the bank feed and then relink it did not work on your end, I highly suggest getting in touch with our live chat. To get through to a live chat agent, you will need to get in touch first with our virtual assistant, MOCA, through myob.com/support. Don't worry, if MOCA can't provide the help you need, our live chat team is just around the corner to pick up where MOCA left off.

     

    Best regards,

    Doreen