Forum Discussion

JezDa's avatar
JezDa
Member
7 months ago

Adding expenses

Hi, how do I add an expense/sale from an account when it’s dated before I signed up to MYOB. It’s pulled all my records from the date I set up MYOB but not the 5 mths before.

Also how do I add expenses from other bank accounts or cash purchases. Cheers, Jez

2 Replies

  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    7 months ago

    Hi JezDa​,

     

    You won't be able to add transactions dated before your MYOB setup, as the system only starts from your conversion date. For the best way to sort out those earlier records along with how to add expenses from other bank accounts or cash purchases, it'd be a good idea to have a quick chat with your accountant or financial advisor. They’ll point you in the right direction.

     

     

    Cheers,

    Shella