Forum Discussion

KylieCS's avatar
2 years ago

Bank Feeds

We use AccountRight and recently set up bank feeds for our two Company files. One account & one credit card for one company and just a bank account for the other company. The credit card is appearing against the wrong company. How do I transfer across to the correct file?

  • Hi KylieCS.

     

    Thank you for joining our Community Forum and for your post.

     

    I understand that there's been a mix-up with your bank feed being linked to the incorrect company file. This is something we can certainly assist with. Typically, we create a bank feed ticket to facilitate the process of moving a bank feed from one file to another.

     

    To gather more details and provide you with the best possible assistance, I'll be sending you a private message shortly.

     

    In the meantime, if you have any other queries or need further help, don't hesitate to create a new thread in the forum.


    Thanks,
    Genreve

    • Genreve_S's avatar
      Genreve_S
      MYOB Moderator

      Hi KylieCS

       

      Just touching base regarding your issue with the bank feeds. If you still need help, please don't hesitate to reply to my private message with the necessary information.

       

      Looking forward to hearing from you.

       

      Thanks,
      Genreve

  • Hi KylieCS

     

    Trust this message finds you in good health. I wanted to inform you that we will be concluding this case due to the lack of updates since February 12.

     

    Should you need further assistance, feel free to initiate a new thread in the forum. We're here to help.

     

    Thanks,
    Genreve

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