Incorrect accounts attached to bank feeds

[lois36]

I am trying update some investment accounts through the bank feed window, and have just discovered that 2 are incorrect.  One has the wrong account attached to it and the other has an account number tha does not exist on my records.  How do I fix this? Do I resubmit the form for both accounts or just the one the is totally incorrect?

Thank you.

lois36

[Tallie_M]

Hi there @lois36,

Welcome to the MYOB Community Forum. We do hope you find it a valuable resource.

If you wish to change the associated account to a different one, please note you will need to unreconcile any reconciled transactions prior to making the switch.

We do recommend that you have a look at the following threads:

Bank Feed attached to wrong account

Set up bank feeds (see #2. Associate an account for the bank feed)

Theoretically, you can do this for both accounts - changing the wrong account to the correct associated account, and changing the second bank feed account linked to the account that doesn't exist to whichever account you wish to link it to.

If you wish to delete the second bank feed completely, however, please see the following links:

Deleting a bank account from bank feeds

How to delete a cancelled bank feed account

Do let us know how you go, and feel free to post again anytime you require.

[lois36]

Hi Tallie_M

The solution didn't work.  The statement that comes up is for another account, while the 'your transactions' is another account.  While both account are for the same business, they are separate accounts.  So how do I change that?  Delete both and reapply for the bank feeds?  If I do that I can only show transactions that occur after the approval date and not for the financial year.  I don't really want to do a screen shot as it will give personal information.

So now what?!

I have checked out both the links you showed.  But it doesn't solve my problem, thank you.

lois36

[CloverQ]

Hi @lois36,

In AccountRight Bank Feeds, for each bank account applied you'll need to link it with an 'Associated Account'. The 'Your Transactions' column will display AccountRight transactions posted to this 'Associated Account', so you can reconcile it with the bank feeds transactions.

Since you mentioned that 'Your Transactions' is displaying transactions for another account, it means the wrong Associated Account was selected for this bank feeds. You can fix that by going to Bank Feeds > Manage Bank Accounts from the top left corner > select the correct Associated Account for this bank feed.

If there has been any reconciliation done between this bank feed and the original associated account, you'll need to undo all the reconciliation first, in order to change the Associated Account. 

Hope this helps, please feel free to let us know how you go.