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Older bank transactions

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SThorntonNZ
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SThorntonNZ

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Older bank transactions

Hi there,

I joined MYOB Essentials last month and wish to set up bank feeds for the financial year ending March 2017. However, it appears that I can't import transactions prior to financial year ending March 2018. To date, I have only been able to import bank transactions from October 2017. Does anyone know how I might resolve this, so that I can access information between 01 April 2016 and 31 March 2017?

With thanks and warm regards

Sarah

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MYOB Moderator Steven_M
29,891 Posts
MYOB Moderator
New Zealand
Steven_M
MYOB Moderator

29891Posts

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Re: Bank feeds

Hi @SThorntonNZ

 

Bank feeds for MYOB Essentials are only issued out from the date that the bank approved your application. If you do require older transactions these will need to be imported into the system using Import Transactions. MYOB Essentials Help Article: Bank Statements will be able to assist with that process however it basically involves the importing of a QIF from your bank's website of the required transactions and importing those into MYOB Essentials.

Kind regards,
Steven

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