Forum Discussion

DM1990's avatar
3 years ago

Bank feed - creating linked account for credit card

Hi all,

 

I recently got a business credit card. The bank feed has been set up and transactions are coming through.

 

However, when I try to allocate transactions I get the following issue:

 

 

I then go to manage bank feeds to add a 'linked account' but the drop-down option is blank as so...

 

 

I assume I need to create a linked account but I'm not sure how to do this. Any advice would be appreciated.

 

Thanks

  • Hi DM1990 


    As you have indicated, you would need to create an account within your MYOB Business software to represent that account. This can be done via Accounting>>Chart of accounts>>Create account. You would need to give that account the Account Type of Liability-- Credit Card along with giving it a number and a name. Once that account has been created it would appear in that Manage bank feeds window for selection.