Forum Discussion

Jodi2014's avatar
Jodi2014
Cover User
2 years ago

Deleting Bank Feeds

I have just set up a new company for our sporting club.  It is brought all of my bank feeds in, however I just need the ones beginning from the 1/1/23.  How can I delete or hide the older unmatched transactions dating before the 31/12/22.

 

Cheers

 

Jodi

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi Jodi2014,

    Thank you so much for your post and welcome to the Community Forum!

    My apologies for the late response. When a bank feed is imported into AccountRight, it cannot be deleted. Instead, the way to remove these transactions is to hide them.
     

    To hide a bank feed transaction, simply right-click on the transaction in the bank feeds window and choose the "Hide Transaction" option.
     

    For additional information, please refer to our Help Article on Hiding Hiding bank feed transactions

    Feel free to post again, we're happy to help!
    Regards,
    Earl

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi Jodi2014,

    I would like to check if you're still having this issue? If so, please feel free to post again and one of us will be happy to assist you.

    Regards,
    Earl

    • Jodi2014's avatar
      Jodi2014
      Cover User

      Hi Earl,

       

      I only access this file on the online version of MYOB, so unfortunately it didn't solve my problem.  As I only set this one up as an online version, I am unsure how to open it on the desktop app.  The advice you gave below is how I handle it for my current business on the desktop app.

       

      Cheers

       

      Jodi Tremlett

      • Earl_HD's avatar
        Earl_HD
        MYOB Moderator

        Hi Jodi2014,

        My apologies for late response. You can also visit this help article for more information about: Deleting transactions in MYOB Business.

        Feel free to post again, we're happy to help!
        Regards,
        Earl

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.