Forum Discussion

tomfinch's avatar
tomfinch
4 days ago

Reconcile account linked to credit card

Hi all   I'm still a novice when it comes to MYOB, so please be kind! I've had a look online but not had much luck trying to resolve the following query:   Most of my business transactions are vi...
creditcard
reconcile
transactions
  • Isaiah_C's avatar
    Isaiah_C
    4 days ago

    Hi tomfinch,

     

    Thanks for reaching out and welcome to the Community Forum! As someone new to the platform, it's completely normal to have questions, and we're here to help.

     

    It's possible the transactions aren't matching because they're recorded on different dates or under different categories. I recommend checking if the transaction dates and categories align with your credit card records.

     

    Here's a link to guide you in matching these transactions.

     

    Regards,

    Sai 

Julia_Berkhout's avatar
Julia_Berkhout
Super Cover User
3 days ago

Hi tomfinch,

Check which "bank account" you have selected as the pay from account when recording your payments. If you have used a different account than your credit card "bank account" the transactions will not be able to be matched. Hope this helps.

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