Forum Discussion

Richard1's avatar
Richard1
Cover User
2 months ago

MYOB Solo

I have a new client and have started him on Solo, and he has invited me into the file. However, I cannot see the bank transactions, but I can see all the transactions via the find transactions function.

I need to see the bank transactions to reconcile the bank and make sure I have captured all the income and expenses.

 

Have I missed something?

4 Replies

  • Mike_MYOB's avatar
    Mike_MYOB
    Community Manager
    2 months ago

    **Edited 26/11/25
    Hi again ​ Richard1​ ,

    My advice in the previous reply was not correct, I'm very sorry for the inconvenience and frustration this may have caused.

    Solo by MYOB uses open banking which means that these customers do not have 'bank feeds' as you would know them from MYOB Business or AccountRight.

    You can learn more about it here 


    If you are able to see the transactions, then I would expect that everything is working.
     
    Regards, Mike

  • Richard1's avatar
    Richard1
    Cover User
    2 months ago

    Can anybody help me - I am becoming very frustrated with this.

  • Richard1's avatar
    Richard1
    Cover User
    2 months ago

    I am trying to get access to the bank feeds in the linked account. I assume that the bank account is linked, as the transactions are there, but not in the bank feeds.

  • Mike_MYOB's avatar
    Mike_MYOB
    Community Manager
    2 months ago

    Hi Richard1​ , is your client using the MYOB Money bank account?
    Are you referring to access to this or seeing bank feeds for their linked account?
    Thanks, Mike