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...
Forum Discussion
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,
Genreve
Hi, 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
