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JMarcus's avatar
JMarcus
User
14 days ago

Bank Feeds Question

Hi, 

I am thinking about signing up to MYOB Business Lite, I have previously used wave for invoices, I’m a sole trader and while I do have a dedicated business bank account this has been used for personal transactions in the past. I want to know if I create a new MYOB and connect my bank account is there any way I can set this up to only sync transaction from today onwards or is there no way to stop it syncing everything in the past since the bank account was opened? 

Any help would be appreciated, thank you 

bank accounts

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  • Mitch_C's avatar
    Mitch_C
    MYOB Staff
    14 days ago

    Hi JMarcus

     

    For most banks, you will only receive transactions dated from when your bank feed is approved. Some banks may allow you to choose a transaction start date when setting up. For more information, you can check our support article Connecting bank accounts to MYOB. I hope this helps :) 

     

    Cheers,

    Mitch