Forum Discussion

6 months ago

Solved

Manual input of Card statement

I have started using a credit card to pay for expenses for my business

However it is a citiy bank card which MYOB doesn't recognise

how do i manually input my transactions?

Also how do i input the details of a card payment?

Genreve_S
6 months ago
Hi CRT1,

If the credit card is not recognized by your file, you may need to check if the credit card category is set correctly. Generally, credit card accounts are set to be a liability account in the file. You can read more about this here. If you are still having issues with the credit card after following these steps, I recommend reaching out to the support team via the MyAccount window or live chat through MOCA.

Thanks,
Genreve

3 Replies

Isaiah_C
MYOB Moderator
6 months ago
Hi CRT1,

If Citibank isn't supported for bank feeds, you can still manually import your credit card transactions. Here's an article that explains how to manually import credit card statements step by step: Import bank and credit card statements.

Regards,

Sai
CRT1
6 months ago
The issue is the card is not recognised by MYOB
Genreve_S
MYOB Moderator
6 months ago
Hi CRT1,

If the credit card is not recognized by your file, you may need to check if the credit card category is set correctly. Generally, credit card accounts are set to be a liability account in the file. You can read more about this here. If you are still having issues with the credit card after following these steps, I recommend reaching out to the support team via the MyAccount window or live chat through MOCA.

Thanks,
Genreve

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