Migration from Account Edge to Essentials

DIVIK
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Migration from Account Edge to Essentials

I just recently migrated from account edge to essentials. My company data file has transferred.

 

I had completed reconciliation till December 2020. So I want to start the new fincial quarter on essentials.

 

Because I did the entries already in account edge for the December 2020 quarter, do I need to re-allocate these items in essentials? Because it shows the option of allocate me.

 

Or, do I just allocate for the new March 2021 quarter, and the previous entries are all inputed correctly? So I dont need to touch anything before my migration?

 

Please advice.

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Steven_M
MYOB Moderator
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MYOB Moderator
New Zealand
MYOB Moderator

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Re: Migration from Account Edge to Essentials

Hi @DIVIK 

 

Ideally, you want to only have transactions from when you first started using MYOB Essentials listed. For example, if your opening balance date is 01/01/2021 you want to only have bank transactions from that date, the previous history coming from account balances and historical transactions.

 

If you already have bank transactions appearing in the Bank transactions prior to the date of the MYOB Essentials, I would be looking at removing them. If this was done through bank statement import, deleting that import, redownloading the import file for the required period and then redoing that import. If those transactions have come in via bank feeds do let us know and we can look at arranging those feeds to be removed on your behalf.

Kind regards,
Steven

MYOB Community Support

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DIVIK
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Re: Migration from Account Edge to Essentials

Hi Steven,

 

I have those transactions inserted via bank feeds.

 

Could you please assist in having those transactions removed?

 

Bank feeds before 31/12/20 need to be removed. I am starting the new quarter 1/1/21 on essentials.

 

Cheers.

Steven_M
MYOB Moderator
40,148 Posts
MYOB Moderator
New Zealand
MYOB Moderator

40,148Posts

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Re: Migration from Account Edge to Essentials

Hi @DIVIK 

 

I certainly can assist with lodging a ticket with our team to have those unwanted transactions removed from your MYOB Essentials business. In order to do so, can you send me a private message on the Forum with the following information:

  • The MYOB Essentials business serial number - bottom of the Business Name Menu (top right)
  • The bank account number of the bank feed(s) you wish to remove (if a credit card feed the last four digits are fine)
  • The date at which you wish for the feed to be removed from and to

Should be noted that we remove all transactions for the date range you provide you aren't able to pick and choose transactions. Also, the removal process will remove any transactions that have been created from allocation or matching those bank feeds.

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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