Reconcile transactions

https://help.myob.com/wiki/x/exLq

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?

Bank reconciliation not updating? We are aware of an issue where the Bank reconciliation screen won't update when selecting Complete Reconciliation or Save. We are working towards a fix and until we do you'll need to open any other screen in Essentials and then go back into the Bank reconciliation. The updated details will then be displayed.

Reconciling makes sure your MYOB Essentials bank records match the records kept by your bank. Doing this regularly helps your business records to stay accurate.

How you reconcile depends on whether you use paper, electronic bank statements, or bank feeds.

If you’ve linked your bank or credit card account or if you manually import statements into MYOB Essentials, you’ll only need to reconcile the transactions that MYOB Essentials couldn’t automatically match. See Reconciling unmatched MYOB Essentials transactions.
If you only use paper statements (that is, you don’t import or link your bank accounts), you’ll need to check your MYOB Essentials transactions against this statement. See Reconciling with a paper bank or credit card statement.

Using Essentials Accounting Starter? Each month you're limited to receiving and reconciling 25 bank transactions. See MYOB Essentials products for more information.