Forum Discussion

robertGF's avatar
robertGF
User
9 months ago
Solved

Bank feed has not link to bank account

Hello,   We hope someone can assist. We have a large number of unallocated transactions that aren't linked to the bank account. The bank feed works, however we are unable to link the account to the...
  • Celia_B's avatar
    Celia_B
    8 months ago

    Hi robertGF,

     

    Thank you for your post and welcome to the Community Forum. I hope you find it a wealth of knowledge. 

     

    Thank you for flagging this to us. We regret to know that you are having difficulty linking your bank account to your bank feeds. Upon checking on your account, it shows that the bank feed was canceled. in this regard, once you have canceled a bank feed, you will need to re-apply and re-send the application form before you can receive bank feeds on this account again. This process can take up to ten business days. For more information, you can check out this Help Article: Managing your bank feeds. 

     

    If you still need assistance with this, please feel free to create a new post. We are happy to help. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Kind Regards, 

    Cel

     

     

robertGF's avatar
robertGF
User

Thank you for your answer.

We use MYOB Business Pro online and your instructions don't match the UI. I did go into Linked Accounts through the Accounting menu tab and set Sales, Purchasing and Payroll to out bank. I'm hoping this will fix the problem??? We have cancelled the bank feed for the tome being.

Now we need to deal with the unallocated transactions. How do we fix these so they link to the bank account? At this stage we are unable to do anything with the transactions, they seem to be locked.

Can you assist?

 

Thank you

Rob

Celia_B's avatar
Celia_B
MYOB Moderator
8 months ago

Hi robertGF,

 

Thank you for your post and welcome to the Community Forum. I hope you find it a wealth of knowledge. 

 

Thank you for flagging this to us. We regret to know that you are having difficulty linking your bank account to your bank feeds. Upon checking on your account, it shows that the bank feed was canceled. in this regard, once you have canceled a bank feed, you will need to re-apply and re-send the application form before you can receive bank feeds on this account again. This process can take up to ten business days. For more information, you can check out this Help Article: Managing your bank feeds. 

 

If you still need assistance with this, please feel free to create a new post. We are happy to help. 

 

If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

 

Kind Regards, 

Cel