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Can I upload bank data for more than once?

ICMlily
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Australia
ICMlily
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Can I upload bank data for more than once?

Hi all, I have uploaded bank file to MYOB Accountright for bank reconciliation purpose, a lot transactions need to be added into the system. unfortunately in the middle of the process internet drop out and all the unmatched transactions need to be add or match are lost, can i upload the bank file again or is there anyway to bring up those unmatch transactions previously imported?
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MYOB Moderator Steven_M
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MYOB Moderator
New Zealand
Steven_M
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Re: Can I upload bank data for more than once?

Hi @ICMlily

 

If you are using Get Statement you certainly can upload a bank file more than once.

 

My recommendation would be to go to Banking>>Reconcile Accounts and selecting the bank account before selecting the tickbox at the top of the transactions - you want to make sure that they are all unticked. What this will do is unmatch all the transactions so you can rematch them as part of the new Get Statement process (i.e. the second time).

 

Do let us know how you get on and if you require further assistance.

Kind regards,
Steven

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ICMlily
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Australia
ICMlily
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Re: Can I upload bank data for more than once?

When i upload the second time, will the data duplicated in MYOB? 

MYOB Moderator Steven_M
28,566 Posts
MYOB Moderator
New Zealand
Steven_M
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4199Solutions

Re: Can I upload bank data for more than once?

Hi @ICMlily


The Get Statement function is a tool to aid in the reconciliation process. It does this by matching your existing AccountRight transactions and that of your imported statement/bank file. It doesn't automatically add transactions into the company file when doing that import. If you do need to add a transaction during that process you can use the Add Transaction option but it will not be done by default and such importing a duplicate bank statement file will not duplicate your transactions.

Kind regards,
Steven

MYOB Community Support

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