Matching transactions

Hey jan2good​ 

I'd recommend checking out this help page for everything you need to know about matching transactions in your file. If you need to match a bank feed transaction to multiple transactions in the file, you'll want to have a read over this page for more information and instructions. Hope this helps! Feel free to reach out if you have any further questions. 

Hi Amanda

Thankyou for your support. My problem is 

every transaction I apply in the browser it double ups in the desktop. So if I mark a transaction in the browser I then see it back in the desktop bank reconciliation. I’m going crazy even when I mark an income transaction that also reappears in my desktop I don’t know what to do. I am finding this myob browser so unfriendly 

Hey jan2good​ 

If your company file has been uploaded online, you can access it in a web browser as well. So this means that any changes that are made in the browser, will also reflect in the desktop version as well, giving you the option of choosing which experience you prefer and switching between them with ease. 

When you say that it doubles up in the desktop, do you mean when you go to match a transaction in the browser, you see the same thing reflect in the desktop version as well? If so, that is expected behaviour for AccountRight. If I've understood you wrong, please let me know. If you can include any relevant screenshots of the issue as well, that would be really helpful.

Hi Amanda

Sorry but I haven't explained it very well. My accountant rang and asked me to update transactions in the browser and make sure all the categories are correct in all transactions. My problem is I have to do the whole year this acquaints to over 100 transactions. So when I change or update the transactions in the browser these transactions reappear in the desktop even through these transactions have all been reconciled previously, so how do I remove these transactions from the desktop. Do I have to reconcile them again or hide them in some way. This is throwing out all my figures in the desktop I'm going abit mad