Forum Discussion

Dee_W's avatar
Dee_W
Experienced Cover User
1 month ago

Bank reconciliations

I am using bank feeds and now when I do a bank reconciliation, the only option is through bank feeds. I have records daring bank to 2013, (2000) unmatched,

the MYOB balance different to the bank balance now,

what can I do to get bank reconciliations back to normal

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    1 month ago

    Hi Dee_W

     

    That doesn’t sound right. Bank feeds generally don't get unmatched without intervention. 

     

    A couple of things worth trying:

    • in Bank transactions, open the Not matched or Match bank transactions view
    • check if those older transactions are showing there again, and if they are, review whether they still need to be matched or categorised
    • if you’ve got auto matching to categories turned on, try switching that off first, then refresh and check the list again
    • in the reconcile accounts window, if the Difference is $0.00 and there’s nothing left needing review, see if the reconcile button becomes available again

    Not a guaranteed fix, but it’s worth a try. If those steps dont work, I recommend reaching out to our support team so they can have a deeper look. You can reach out by creating a ticket in My Account or connecting to our live chat team through MOCA, our virtual assistant. 

    Regards,
    Genreve