Forum Discussion

Rocky8's avatar
Rocky8
Experienced User
2 years ago

Transactions not automatically matching in bankfeed

Hello   Every since we were forced to upgrade, my matching transactions in the bank feed are not automatically matching.   I am having to manually match up every single transaction which is very ti...
Genreve_S's avatar
Genreve_S
MYOB Moderator
2 years ago

Hi Rocky8, 

 

Thanks for posting your concern in the forum. 

 

I'm sorry to hear about your difficulties in matching your bank feeds. Generally, if the option Automatically match bank transactions to MYOB bills and invoices' is active, the bank feeds automatically match. I recommend making sure that the transactions you are trying to match are not reconciled or marked check in the reconcile accounts window as this would hinder the transaction from matching. 

 

Let us know if you require any further assistance. 

 

Thanks,
Genreve

  • Rocky8's avatar
    Rocky8
    Experienced User
    2 years ago

    Hi Genreve

     

    Yes I do require further assistance please as I have checked both of things you have suggested and the transactions still aren't automatically matching up.

     

    I have also tried different internet browsers (suggested to me by a previous MYOB moderator) but this does not make any difference either.

     

    Thank you

    • Genreve_S's avatar
      Genreve_S
      MYOB Moderator
      2 years ago

      Hi Rocky8, 

       

      Thanks for the response. 

       

      To investigate this further, please send me the following information. 

      • Screenshot of the Banking > Find Transactions > Debits and Credits tab> Filter the date of the transaction.
      • Screenshot of Bank Transaction windows while Matching.
      • Screenshot of the Reconcile Accounts window.

      We look forward to your response. 

       

      Thanks,
      Genreve

      • Genreve_S's avatar
        Genreve_S
        MYOB Moderator
        2 years ago

        Hi Rocky8, 

         

        I'm just following up on my previous message asking for screenshots to help figure out what's causing your issues with matching bank feeds.

         

        Let us know if you still require further assistance with this. 

         

        Thanks,
        Genreve

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.

 

Related content