Bank account details required when I don't use bank feed
Hello,
I recently tried to import a .qif statement to update my bank transactions as I have done many times before. However I was told that I need to update the new category details before I can do so. After choosing 'everyday account' in the bank account type (within the new category settings) I tried to save but was then prompted to enter my financial account details (BSB, Acct# etc) before I can save the new category settings. I do not use bank feeds (connecting MYOB to an external credit card or bank account) therefore I have no need to enter any financial account details. This seems to be an oversight within the new category settings because a user who is only importing .qif statements has no need or requirement to give their financial account details. I am currently unable to import .qif statements until this matter is resolved. Could you please update this oversight in category settings asap or tell me how it is possible to save the new category settings without needing to enter external financial account details. Thankyou.
Hi yobers,
The financial account details you're prompted to add for the newly created accounts are mainly used for the prepare electronic payments feature. This feature uses the existing bank account details inside the category to create a file that you can upload to banks for money transfers. If you're not using the electronic payment feature, a workaround is to input dummy account numbers so the creation process completes smoothly.
Hope this helps.
Regards,
Genreve
