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 via a credit card, rather than a bank account. How can I allocate transactions (that have been entered, such as receipts) to my credit card feed?
See the screenshot attached. When I attempt to reconcile, most of these transactions aren't identified as a potential match for transactions I know I've entered.
Any help is much appreciated, thank you.
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
