Forum Discussion

MKemp's avatar
MKemp
Experienced Partner
2 years ago

PRACTICE TRUST ACCOUNT ON CONNECTED LEDGER

Hi there,

 

I was wondering if anyone uses connected ledger for the Practice Trust Account. We use a very old system and are currently manually entering every transaction and I would like to simplify the process by using a bank feed. Is there anyone on here that has this setup or something similar?

 

Thank you.

 

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    2 years ago

    Hi MKemp 

     

    Thank you for your post. To make you import bank transactions simpler and easier for you this Help Article, Set up Bank feeds, has the detailed instruction to help you resolve this.

     

    Please let me know if you require further assistance.

     

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

     

    Cheers,

    Princess

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