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CSV bank statement to QIF or OFX
Why doesn't MYOB accept CSV like Quickbooks? As our bank doesn't offer QIF or OFX only CSV how do we get it into MYOB. We don't want to spend more money on downloading software to enable MYOB to do something that other accounting software like Quickbooks already does, even if the CSV file takes a couple of tweaks as opposed to entering it all manually. MYOB could build a simple macro to check the file before it imports it to ensure it aligns. Is this something you are going to offer? Also see this post that someone else made "Which application do people use to reliably convert csv to qif or ofx fifiles to import bank files into MYOB? Don't really want to download dodgey software. Would be really nice if MYOB changed the process so csv files could be accepted!"0Views0likes0CommentsBank feeds
I had a credit card bank feed working very well for over 12 months. I started a second additional myob account for a separate business and asked for its own bank feed from a dedicated bank account. Somehow the new business bank feed picked up its assigned bank account and ALSO the credit card for the original MYOB account. ( I cancelled the credit card on the new bank feed ) The original MYOB account then stopped receiving the credit card bankfeed which was working perfectly well. I have checked the original MYOB bank feed and it says connected and ready . Multiple phone calls to MYOB and bank and they say all is ok ??? very frustrating as still no feed. Should I cancel the bankfeed, wait several days and the re-apply in the hope that it resets itself ? Ash39Views0likes5CommentsMYOB Security
I have found a gap in MYOB permissions which is troubling. In inventory you need permission to move items from one warehouse to another. This works well - if you don't have permission the link is greyed out. Here's the problem - you can get around it. I have staff who have "read only" ticked in their user profiles under Locations and move items not ticked at all. They can however go to Items Register > Search for an item and click on the individual item > click on the tab called locations > click on the move items (bottom left ) and without the above permissions move items around to to other warehouses. I have tested. Any ideas on how I can protect this activity? The people who have Read Only in inventory need to be able to read but not move any items.19Views0likes6CommentsNew BAS lodgement
Not sure what everyone else thinks of the new BAS's however I have 2 requests - - could we add a declaration for the Tax/BAS agent to also sign off - say just under the client declaration - when lodged could we have confirmation of this actually printed on the BAS - say top right corner of 1st or 2nd page Thanks David G10Views0likes2CommentsChange Credit Card Details for Subscription
Hi, I have looked everywhere, but can not follow the instructions that I have found to do the change. I was following the below post from 2 years ago. I can't find any other information about it. I have logged onto MyAccount, but there is nowhere in there for View Payment Details.... Hope you can help. Thank you.2Views0likes0Comments