Deleting imported bank statements

https://help.myob.com/wiki/x/8KRqAg

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

You might need to delete an imported electronic bank statement for a number of reasons, including:

you’ve imported the statement to the wrong MYOB bank account
you’ve imported the wrong statement
you've imported a statement containing the wrong date range

Some things to note:

You can't delete individual bank statement transactions.
You can't delete bank statements from a period that contains locked transactions (to do this you'll first need to unlock the transactions before deleting them).
If you re-import a deleted bank statement, you'll need to allocate or match the transactions.

To delete an imported bank statement

From the Banking menu, choose Bank transactions.
Click Import statements. The Bank statement import history page appears.
Choose the Bank account the statement was imported into.
Click the delete icon for the statement you want to delete.
At the confirmation message, click Delete. The statement is deleted, and the bank transactions are removed from MYOB.

FAQs

I've imported a bank statement and now I have duplicated transactions in MYOB - what can I do?

If you have duplicated transactions, it's likely caused by importing a bank statement which includes transactions which have already been brought into MYOB via bank feeds.

To fix this:

Delete the imported bank statement as described above.
Download a new bank statement from your bank, ensuring the date range doesn't include transactions already in MYOB.
Import the bank statement.

Can I delete individual imported bank statement transactions?

Bank transactions brought into MYOB via imported statements represent the transactions which actually occurred in your bank account. This means you're unable to delete any of the entries shown. But if there's a corresponding transaction in MYOB, this transaction can be deleted.

See these topics for more details.

To edit or delete	See
an invoice	Deleting invoices
a bill	Deleting bills
a pay run	Fixing a pay
a customer return	Deleting customer returns
a supplier return	Deleting supplier returns

Can I delete bank feed transactions?

We recommend contacting product support to discuss your options.

Related topics

Bank statements

Import bank and credit card statements

Viewing your bank statement import history

Page tree

To delete an imported bank statement

FAQs

I've imported a bank statement and now I have duplicated transactions in MYOB - what can I do?

Can I delete individual imported bank statement transactions?

Can I delete bank feed transactions?

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?