Forum Discussion

muna01's avatar
muna01
Contributing User
2 years ago

Remove Bank Feed

Hi

 

I had to transfer MYOB File from 1 serial number to a new serial number and therefore had to apply for new bank feeds. Old Bank Feed link is still there (which only goes up to 28.07.2023) and new bank feed is there but I cannot assign to account number because old bank feed is still attached to it.

 

If I right click on old bank feed and click "Delete Bank Account" this will not affect any matched transactions that have already been entered?

 

I also, have to transfer STP and therefore I believe I have to transfer BMS ID from old file - is that correct as the month of July has already be reported to ATO on a separte MYOB File?

 

Help please...

3 Replies

Replies have been turned off for this discussion
  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago

    Hi muna01

     

    Thanks for reaching out. 

     

    Sorry to hear about your difficulties linking your bank feeds. Currently, there is no way to link that new bank feeds account to the old ledger account for the old bank feeds. I would recommend creating a new ledger account and transferring the balances from the old ledger account to the new one. 

     

    Let us know if you require any further assistance with this. We're happy to help.

     

    Cheers, 

    Genreve

  • muna01's avatar
    muna01
    Contributing User
    2 years ago

    Hi.

     

    Can you please confirm that if i go to Manage Bank Accounts and right click on Bank Feed and select "Delete Bank Account" it only deleted unmatched transactions and will not delete any transactions that have already been matched.

     

    Thanks

  • Leneth_A's avatar
    Leneth_A
    Former Staff
    2 years ago

    Hi muna01
     
    Thanks for getting back to us.
     
    Regarding your question, I confirm that if you Delete Bank Account from Manage Bank Accounts, it will only delete unmatched transactions and will not delete any matched transactions. 

     
    Feel free to post again anytime you require further assistance. 
     
    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information. 
     
    Cheers, 
    Leneth

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.