If you’ve imported an 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 Essentials bank account
, or if - you’ve imported the wrong statement
, you can delete the imported statement and import the correct one.- you've imported a statement containing the wrong date range
Note that you can’t delete bank statements containing transactions that fall within a locked period. If you want to delete these statements, you’ll need to unlock the period before deleting them. UI Expand |
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title | To delete an imported bank statement |
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| - On the Bank transactions page, click the Import History button at the top of the page. The Import History page appears.
- In the Bank account list, select the account you want to delete an imported transaction for.
- Click the x icon in the Action column for the statement you want to delete. The Bank Statement Transactions window appears, displaying a list of all the transactions in the statement, and their allocation status.
- Click Continue. A message appears, displaying a summary of the statement you’re deleting. Note that if the statement you’re deleting contains transactions that fall within a locked period, you won’t be able to continue until you’ve unlocked the period.
- Click Delete. The statement is deleted, and the bank transactions are removed from MYOB Essentials.
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| No 'x' icon in the Action column? This means the import was an automatic bank feed (it usually says this in the Imported By column), so it can't be deleted. |
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<h2><i class="fa fa-comments"></i> FAQs</h2><br> |
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title | I've imported a bank statement and now I have duplicated transactions in MYOB Essentials - what can I do? |
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| This can occur if you have imported a bank statement which includes transactions which have already been brought into MYOB Essentials 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 Essentials.
- Import the bank statement.
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