Forum Discussion

Eliane's avatar
Eliane
Trusted Cover User
24 days ago

Bank Feeds setup - old reconciled transactions

I'm trying to set up Bank Feeds, but it's showing transactions from 2 years ago - these transactions have been reconciled.

 

How do I start Bank Feeds from the recent unreconciled transactions and get rid of those reconciled old transactions please?

 

Thanks,

 

Elle

5 Replies

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    23 days ago

    Hi Eliane,

     

    When you set up bank feeds, it can sometimes pull in old transactions depending on what the bank sends through. Since those older ones are already reconciled, the best thing to do is reach out to our live chat support through our virtual assistant MOCA or submit a case via MyAccount. They can help remove those old, reconciled transactions for you and make sure your bank feed is starting from the right spot.

     

    Regards,

    Sai

  • Eliane's avatar
    Eliane
    Trusted Cover User
    23 days ago

    Thanks Isaiah_C​  I have gotten in touch, just waiting to hear back and see if they can help me. Cheers!

  • Eliane's avatar
    Eliane
    Trusted Cover User
    22 days ago

    Isaiah_C​, thanks the team fixed this issue, but I now have a different issue:

     

    Although the transactions are recorded in MYOB, they are not showing on bank feeds side, but they are showing on the Bank Statement side. Consequently, I can't approve the transactions. 

    Have you run past this issue before?

     

    Thanks, Elle

  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    22 days ago

    Hi Eliane,

     

    This happens sometimes! It’s usually a syncing issue between the bank feed and MYOB. Double-check if the bank feed is up to date and refresh it—might do the trick. If the issue still persists, chat with our team through our virtual assistant MOCA or drop us a support ticket via MyAccount for help!

     

     

    Cheers,

    Shella

  • Eliane's avatar
    Eliane
    Trusted Cover User
    22 days ago

    Hi Shella_A​ 

    Yes, I refreshed and closed MYOB and opened it again, it's not helping! I have replied to the email ticket your team sent me yesterday about my first question, hopefully they can come back to me, otherwise, I'll lodge another ticket. Thanks!