Forum Discussion

WhalesAlbany's avatar
WhalesAlbany
12 months ago

Bank Transactions drop down

I have 2 credit cards in Chart of Accounts, however only one shows up in the dropdown for Bank Transactions. it does however show up in Reconcile accounts. The set up is the same as the card account ...
Genreve_S's avatar
Genreve_S
MYOB Moderator

Hi WhalesAlbany, 

 

Thanks for posting your concern in the forum. 

 

I'm sorry to hear about your difficulties finding your bank accounts under the Bank Transactions window. Generally, the Bank Transactions window is used to match transactions to bank feed transactions. If you are not using the bank feed for the credit card in question, the ledger account will also not appear in this window. Also, if you have already applied for bank feeds but this does not show in the ledger, it is likely that this ledger account is not yet linked to the bank feed you are trying to connect it with. I recommend checking this information in Banking > Manage bank feeds window. 

 

Let us know if you require any further assistance with this. 


Thanks,
Genreve

 

WhalesAlbany's avatar
WhalesAlbany
12 months ago

Hi Genreve,

I have 2 credit cards setup in my chart of accounts.

One shows up in the bank transactions drop down window.

Both are set up the same as far as I can see.

The one that I see I have not set up bank feeds previously but could find and could import transactions.

The other that does not show and I must enter transactions with spend money.

It shows in recincile accounts as all do.

Cheers

 

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    12 months ago

    Hi WhalesAlbany, 


    Thanks for your response. 

     

    We appreciate the added information. May I ask for screenshots of how these two credit cards are set? If you feel uncomfortable sharing these screenshots in a public post, feel free to send me a private message instead. Also, may I know if both credit cards have bank feeds? 

     

    We look forward to your response.

     

    Thanks,
    Genreve

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    12 months ago

    Hi WhalesAlbany, 

     

    I hope you are well today. I'm just following up regarding your credit card ledger account concern. 

     

    Feel free to provide further information if you still require help. 


    Thanks,
    Genreve

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    12 months ago

    Hi WhalesAlbany, 

     

    We will be closing this case, as we haven't received any updates regarding your concern. 

     

    Feel free to create a new thread if you require any other assistance. 

     

    Thanks,
    Genreve

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