Forum Discussion

TCstrive's avatar
2 years ago

Removing bank feeds before conversion start date

Good morning, 

 

I am hoping some one might be able to help. We are converting to myob after using different software.  We set the company file to be active from 1 July and settings to ensure no enteries can be entered pre 1 July. Thinking I was getting organised, I sent the bank feed request through and now have transactions dated from 20-30 June. 

 

What is the best way to have these transactions removed as I want the bank balance and file to be clean and accurate from the beginning?


Many thanks,

Tracey

  • HI TCstrive 

     

    Thank you for your post, I'd like to extend you a warm welcome to the Community Forum, I hope you find it a valuable resource.

     

    If you wanted to remove the transaction on your bank feeds, we can actually look into this for for you and we have a relevant team that can help you with that.  Note that once the transaction was remove in your bank feeds you will no longer have the access to that. 

     

    To furtherly assist you with your concern , you can send me a Private message with more details on your account. note also that sensitive information will not be posted in the forum. 

     

    • Serial Number -
    • Company Data File ID
    • BSB and Account Number / Last four digits of the Credit Card
    • Bank Name
    • Start date to remove transactions from: Format yyyy/mm/dd
    • End date to remove transactions from: Format yyyy/mm/dd

    Note: These dates are all inclusive.

     

    Thanks, 

    Cel

     

     

  • Hi TCstrive 

     

    May I know how you go about the issue? If you still need help with your concern about the bank feeds, you may send us a Private Message with more details on your account and one of us will be here to assist you. feel free to post again if you need further assistance. 

     

    Thanks, 

    Cel