Bank feed matching
Hi, I have a client who is not able to connect the bank feeds. Unfortunately we have tried numerous times and the Bank blames MYOB & MYOB blames the bank. We are now trying to download QIF files. Thi...
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Hi TanyaBennett,
Thanks for the info about the duplicate transactions.
From what you’ve described, it looks like they might be coming from using Allocate in the bank feed / Bank transactions window. Using Allocate actually creates a brand new transaction, which is why you’re seeing doubles.
With your setup, the better option is to use Match instead, that links the bank line to the transaction you’ve already recorded in MYOB, rather than creating another one.
Thanks,
Genreve
Hi, Thanks. Where do I find this in the settings? I normally just go to the banking Tab > Unallocated Transactions.
Hi TanyaBennett,
No worries, it’s not in Settings.
When you go to Banking > Unallocated transactions:
- Click on the bank line
- You’ll see options like Match transaction and Allocate
If the payment’s already in MYOB, choose Match transaction and pick it from the list. Only use Allocate when you want to create a brand‑new transaction from that bank line; that’s what was causing the duplicates.
Cheers,
GenreveHi, It doesnt have a match ?
Hi TanyaBennett,
Thanks for sending through the screenshots.
If nothing is showing to match on that bank feed line, then allocating it is fine; that usually means there’s no existing transaction in MYOB for it yet.
If you know you’ve already recorded the transaction, but it’s still not appearing as a match, it’s worth checking the Reconcile Accounts screen. If that transaction’s already been ticked or is part of a past reconciliation, it won’t show as a possible match in the bank feed.
If you still experience issues with duplicates after checking this, it's best to contact our support team. You can do this by creating a support ticket on the My Account window or live chat with our virtual assistant MOCA.Regards,
Genreve
