New Bank Feed can't associate with account

[HappyBeaks]

Hi <waving hand>

So I have one bank feed setup, I didn't realise I needed to do the visa/business payments card separately. I kinda thought that they would both come over together in the bank feed, I have since learned a few things about how banks work. So I sent off the application for the second half of my account to come over, with fingers crossed because apparently some banks don't do feeds on these types of accounts. I got an email yesterday that my bank feed was ready, raced on to do a bank rec, and I am totally stumped because the drop down bar (I should say drop up) to select the associated account is blank, I even tried entering the account number manually into the field. No dice.

First thing I did was close down my laptop and do a restart, after that I was stumped. I have included a screenshot of the screen that makes me cry.

I would really Looove some help on this one.

Pretty please and thank you sooo much

Happy Beaks

[Dee-Workman · Accepted solution]

Hi @HappyBeaks

For you credit card check in your accounts list under the Liabilities TAB and ensure your credit card is set up with the Account Type "Credit Card".  Open the account with the little blue arrow in front and then on the Profile TAB you will see "Account Type".  You can change it here to Credit Card and it should then appear to associate in your Manage Bank Feeds.

[HappyBeaks]

Thanks so much, I didn't realise that it wasn't setup as a credit card, that was the glitch. Found, fixed, onto the next problem lol. At least from here on I think I got it pretty much figured, it's funny how when you miss a small thing like that it can have you stumped.

Really, really, really appreciate the help, tnx so much

Happy Beaks

[TR1]

thankyou so much for this solution  worked a treat !. 

[Suja_P]

Hi @TR1,

A very warm welcome to the MYOB Community Forum. I hope you find this to be a useful tool.

Fantastic to know that Dee's response to @HappyBeaks was of assistance to you. We also appreciate you taking the time to comment on the thread. You could also show your appreciation for Dee's help by giving a Kudo on her post.

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