Forum Discussion

potato's avatar
potato
Member
1 year ago

Issues allocating credit card purchases to bank transactions

Hello!

 

I recently got a business credit card which I have linked as a bank feed. The purchases are appearing in the bank feeds page, however, despite creating bills for the purchases, the purchases are not being automatically matched.

 

I want to be clear that when I previously used my debit card (which was linked to a bank account) and made purchases, I did not have this issue.

 

You can also see a screenshot attached.

 

Wondering what the fix is for this one?

 

Thanks!

1 Reply

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    1 year ago

    Hi potato ,

    Thanks for your detailed post, with screenshot.

    I would like to check if you're still experiencing this issue. If so, please ensure that the category matches the one used in the recorded transactions. You can also visit these help article for more information. Categories

    Feel free to post again, we're happy to help!

    Regards,
    Earl

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.