"UPGRADE" a complete disaster!!!!! Can I transfer to Xero

[AustSlush]

With Essentials "upgarde" I can no longer get BANK transactions to reconcile!!! The customers do not appear anymore in the app - How hard is it to change to Xero as this is getting ridiculous - MYOB support non existent!!!

[Sean_DC]

Hi @AustSlush 

Thank you for your post. I'm sorry to hear how you feel about the upgrade. We're glad to assist you with your concerns.

If you've received an email or in-product message that MYOB Essentials will be soon upgraded, we ask for users to complete any saved bank recs in MYOB Essentials. In MYOB Essentials there's the option to select transactions for reconciliation and save those selections. If these saved recs aren't completed they won't be migrated during the upgrade, meaning that the reconciliation will need to be re-checked and transactions reselected in the upgraded software. If this wasn't completed, it would result in unreconciled transactions. In this case, you will need to reconcile again. 

I would suggest that you follow the guide on Fixing out of balance bank reconciliations.

For the customers not showing, if you're referring to the dropdown box when creating an invoice for example, depending on the number of your contacts you have when you're using MYOB Business, the dropdown box or selection list may not load the full list. There's no definite number as to how many customers will show. However, you should be able to still type in the name or the first few characters of the name for it to appear. If it's still not showing after typing in the name, you may have to check if that customer is set as inactive.

Please feel free to post again. I'm happy to assist further.

If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.

[maree11]

I totally agree, all my records are out.  No Bank recs match now, i have paper and saved copies from before upgrade showing it all matches.

[BBS7]

Not hard at all to change - I have

[Brett43]

Hi, is the upgrade live for essentials/ I'm still on the old version despite getting notofication it was going live

[maree11]

if you can don't do the upgrade.

All my bank recs were completed up to date and balanced (even accountant has copies of them) then i did the upgrade now all details un rec til 2018 and myob won't help.

If you have reconciled all bank accounts, go back and save (even though when MYOB says bank rec completed, you have to click save????????????????????) Evenif it's completed and says at the top of the screen youve reconciled, it won't transfer over when upgrade done. 

You know when you have to go back and change a entry in your last bank rec, you have to select "ünreconcile the last bank rec", wouldn't you think this would mean the last bank rec was saved in the system??? No it doesn't.

Any myob won't help fix the problem and you have to explain your problem everytime someone from myob contacts you as it's a different person.