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CoxSherlock1's avatar
3 months ago
Solved

How do you enter a bank statement manually on business lite? No option to enter bank statement.

  • Hi CoxSherlock1

     

    Thank you for reaching out with your query. In MYOB Business, bank transactions can be uploaded using either QIF/OFX files or through bank feeds. Unfortunately, there are no other formats available for uploading bank files.

     

    For a comprehensive guide to the process, you can refer to the article 'Import Bank and Credit Card Statements'. If these methods are not suitable, the only alternative is to manually record transactions one by one to reconcile your bank accounts with the ledger accounts.

     

    Please let us know if you need further assistance.

     

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

     

    Thanks,
    Genreve

     

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator

    Hi CoxSherlock1

     

    Thank you for reaching out with your query. In MYOB Business, bank transactions can be uploaded using either QIF/OFX files or through bank feeds. Unfortunately, there are no other formats available for uploading bank files.

     

    For a comprehensive guide to the process, you can refer to the article 'Import Bank and Credit Card Statements'. If these methods are not suitable, the only alternative is to manually record transactions one by one to reconcile your bank accounts with the ledger accounts.

     

    Please let us know if you need further assistance.

     

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

     

    Thanks,
    Genreve