Forum Discussion

Tillman's avatar
Tillman
Member
3 years ago

Matching bills and bank feeds

Hi   I am a tradie sole trader business and have just started using myob    I can create a bill from an invoice uploaded to intray, I also have set up my bank feed but I can't seem to find a link...
ChrisMYOB's avatar
ChrisMYOB
Former Staff
3 years ago

Hello Tillman 

 

Welcome to the Community Forum. 

 

Did you have the payment done before you created the bill within the software? As the bank feeds will normally automatically match to the transaction once they are in the system. 

If not you will need to manually match the bank feed to the transaction, I have linked a Help Article on matching bank transactions with steps on how to do so.

 

Please let me know how you go.

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