Forum Discussion

snmryan's avatar
snmryan
Member
12 days ago
Solved

Cant see transactions in credit card

I have a bank transaction account and a credit card. When I go into banking - bank transactions, i cannot select the credit card as an account to view.  in chart of accounts, it is set as a detail ca...
  • Earl_HD's avatar
    Earl_HD
    12 days ago

    Hi snmryan,

    Thanks for providing extra details. The Bank transactions page only shows accounts that are linked to bank feeds. If your credit card doesn’t appear in the dropdown, it usually means it either hasn’t been connected as a bank feed yet, or the account in the Chart of accounts isn’t set up correctly to receive a bank feed.
     

    First step is to check the Chart of accounts and confirm the credit card is set up as a suitable Credit Card account type for bank feeds; if it’s not, update that setup and then connect the bank feed. More information here: Bank feeds


    Regards,
    Earl

Earl_HD's avatar
Earl_HD
MYOB Moderator
12 days ago

Hi snmryan,

Thanks for providing extra details. The Bank transactions page only shows accounts that are linked to bank feeds. If your credit card doesn’t appear in the dropdown, it usually means it either hasn’t been connected as a bank feed yet, or the account in the Chart of accounts isn’t set up correctly to receive a bank feed.
 

First step is to check the Chart of accounts and confirm the credit card is set up as a suitable Credit Card account type for bank feeds; if it’s not, update that setup and then connect the bank feed. More information here: Bank feeds


Regards,
Earl

  • snmryan's avatar
    snmryan
    Member
    12 days ago

    ohhhh, well that explains it as I don't have that credit card linked to a bank feed.  That's the problem.  Frustrating though, as it's a personal credit card with 80% personal transactions that I dont want in the datafile.....guess I will just have to find myself a workaround. Thanks Earl for responding. 

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