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Deleting Bank Feeds

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ASL_ADAM
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ASL_ADAM

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Deleting Bank Feeds

My credit card bank feed dates don't match my actual bank statement dates, which is causing a problem when reconciling as some of the transactions are rolling into the wrong month.  I've cancelled the bank feed, but any idea how to remove all the transactions so I can import them manually through QIF files?  or just change the dates of transactions?

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Partner TingSpace
155 Posts
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Australia
TingSpace
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Re: Deleting Bank Feeds

@ASL_ADAM

 

Hey there! In order to have some Bank Feed transactions deleted from your Essentials file, you'd need to flick an email to the MYOB Bank Feeds team at: bankfeeds@myob.com

 

Just give them your Serial Number, account, and Date Range you want to delete for them to get the process started. I suggest being as clear as possible with those as they can come back asking you for further clarification.

 

That being said, if you already have the transactions in your file and you're going to import them in, it sounds like a more cumbersome process than it needs to be. If you're going to be re-importing them anyway, why not download a QIF file of the dates you're missing and allocate/match accordingly? That's just my 2c though.

 

Hope this helps!
~TingSpace

~TingSpace
ASL_ADAM
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ASL_ADAM

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Re: Deleting Bank Feeds

Thank you for taking the time to respond @TingSpace.  I have contacted the team and they have removed the transactions feed.

 

I did consider filling in the gaps via an import but very few transactions have the same date on the feed compared to the actual bank account.  This would take a long time, and also didn't solve transactions that rolled over into the wrong month (I couldnt delete these additional transactions). 

 

I think the MYOB bank feed must take the the "pending" dates of transactions and not update them once the transaction moves from pending several days later.

 

Again thanks for your response!

SueG
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SueG
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Re: Deleting Bank Feeds

I contacted MYOB and they would not deleted them and said I just had to leave them un-coded which I think is wrong.  We are having 10-12 transactions a month on our credit cards doubled up.

MYOB Moderator Stuart_W
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Stuart_W
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Re: Deleting Bank Feeds

Hi @SueG

 

I do apologise you are having trouble with your bank feeds. I have sent you a private message with a request for some more details so I can help you get this sorted.



Kind Regards,

Stuart W
MYOB Client Support
SueG
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SueG
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Re: Deleting Bank Feeds

I wasn't going to worry about it but we have another case of a cancelled credit card bringing in the transactions again when we added the bank feed of the new card.

 

How can we delete the extra transactions?

MYOB Moderator Stuart_W
810 Posts
MYOB Moderator
Stuart_W
MYOB Moderator

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Re: Deleting Bank Feeds

Hi @SueG

 

've been in touch with my product specialists who have run the delete script on your file but it came back that there was nothing to delete. Could I please trouble you to send me a private message with a screenshot of your bank feeds so I can see the transactions in question.

 

 



Kind Regards,

Stuart W
MYOB Client Support
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