Forum Discussion

craftcut's avatar
2 years ago

How to add "purchases" made for business in a different account

I have made purchases for my business from my personal accounts. How do I get this 'purchase' info into my bank transaction information.

How would I enter them manually. I have all the reciepts for these charges, so uploading the photo/file of them is the easy part.

 

Thanks

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator

    Hi craftcut

     

    Thanks for reaching out. 

     

    The information shown under the bank transaction window is directly fed from the bank to the bank feed system of MYOB. There is no manual way to have this recorded in the system. What we could do is wait for the bank to send bank transactions from their system to MYOB for it to show up under the bank transaction window. 

     

    Let me know if you have any other questions or concerns. I'm happy to assist. 

     

    Cheers, 

    Genreve

    • craftcut's avatar
      craftcut

      Hi

       

       

      Do you mean, I could ask the bank to send those transactions through to my biz account or through to my MYOB account?

      • Genreve_S's avatar
        Genreve_S
        MYOB Moderator

        Hi craftcut

         

        Thanks for your response, 

         

        If you have bank feeds it will be automatically inside the bank transaction window. 

         

        What I would suggest if you are trying to just record a purchase transaction is to create a bill from Purchases > Create Bill. Here is the help article Purchases will serve as a guide into the process. 

         

        If you have any other questions feel free to let us know. 

         

        Cheers, 

        Genreve