Forum Discussion

CoxSherlock1's avatar
2 years ago
Solved

How do you enter a bank statement manually on business lite? No option to enter bank statement.

  • Hi CoxSherlock1

     

    Thank you for reaching out with your query. In MYOB Business, bank transactions can be uploaded using either QIF/OFX files or through bank feeds. Unfortunately, there are no other formats available for uploading bank files.

     

    For a comprehensive guide to the process, you can refer to the article 'Import Bank and Credit Card Statements'. If these methods are not suitable, the only alternative is to manually record transactions one by one to reconcile your bank accounts with the ledger accounts.

     

    Please let us know if you need further assistance.

     

    If my response has answered your inquiry, please click "Accept as Solution" to assist other users find this information.

     

    Thanks,
    Genreve

     

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago

    Hi CoxSherlock1

     

    Thank you for reaching out with your query. In MYOB Business, bank transactions can be uploaded using either QIF/OFX files or through bank feeds. Unfortunately, there are no other formats available for uploading bank files.

     

    For a comprehensive guide to the process, you can refer to the article 'Import Bank and Credit Card Statements'. If these methods are not suitable, the only alternative is to manually record transactions one by one to reconcile your bank accounts with the ledger accounts.

     

    Please let us know if you need further assistance.

     

    If my response has answered your inquiry, please click "Accept as Solution" to assist other users find this information.

     

    Thanks,
    Genreve

     

Looking for something else?

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

Community home

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

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