Forum Discussion

Jas0507's avatar
3 months ago

How to enter in bank transactions when I cannot download the file from the bank

The bank is onl;y providing data from 28 months ago.

I need transactions from 2019 since the bank feeds were not setup.

How do I go about entering in this data in the format required.

 

Also I have downloaded .QIF and .QFX files from the bank for the last 18 months.

Does this need to be changed in any way or does it get imported into MYOB as is?

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator

    Hi Jas0507,

     

    Uploading bank statements to the file can be complicated sometimes. Currently, the only options to upload bank transactions to the file are via QIF file or bank feeds. If neither option is available for the 2019 transactions, you may need to record and reconcile them manually.  

     

    As for the last 18 months' QIF file, there are no known limits on the information a QIF file can hold so there should be no issues uploading that to your file.

     

    Let us know if you need any other help.

     

    Thanks,
    Genreve