Connected Accounts
Connected Accounts: Banking on auto-pilot Take the hassle out of tracking payments—Solo’s Connected Accounts feature puts your banking on autopilot! Link your bank account, and Solo will automatically match payments to your invoices and expenses. All you need to do is review and approve. Easy, efficient, and time-saving! 📌 What You’ll Learn in This Video: 🔹 0:09 - Sync your bank account 🔹 0:25 - Step-by-step guide to connecting accounts 🔹 0:35 - Automate your admin and save time 🔹 0:45 - View real-time bank balances 🔹 0:51 - Action Hub and Reviewing transactions 🔹 0:59 - How smart matching works 🔹 1:11 - Manual matching made simple 💡 Get started today and take control of your cash flow! 🚀
Reconcile account linked to credit card
Hi all I'm still a novice when it comes to MYOB, so please be kind! I've had a look online but not had much luck trying to resolve the following query: Most of my business transactions are via a credit card, rather than a bank account. How can I allocate transactions (that have been entered, such as receipts) to my credit card feed? See the screenshot attached. When I attempt to reconcile, most of these transactions aren't identified as a potential match for transactions I know I've entered. Any help is much appreciated, thank you.
