Guide: Setting Up and Using Bank Feeds
Good afternoon everyone!
Our most recent Product Manager spotlight was on Malinda N who takes care of our banking and core accounting workflows. If you missed the spotlight, you can check it ou...
Forum Discussion
Hi and thanks for this. I am using AccountRight and want to cancel my bank feeds from this product as I am setting up a Business Pro product and want to use bankfeeds there. How do I do this please?
Hey louiseshaw​
If it's the same bank account you'd like to use in your new MYOB Business file, you can raise a case from your My Account dashboard to have the bank feed moved over to the MYOB Business file. Historical data can be moved across too but keep in mind you'll need to have your MYOB Business subscription active and ready to go in order to move the bank feed across.
To speed things up, please include the following details:
- The current serial number of the file
- Bank account or last 4 digits of credit card
- The new serial number (where the feeds are moving)
- The date you want the new bank feeds to start from
Hope this helps!
Cheers, Amanda.
