Getting ready for upgrading

https://help.myob.com/wiki/x/-4aRAw

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If you've received an email or in-product message that your software will be soon upgraded to the new MYOB, there's a couple of things you need to check in your current software to help make the upgrade go smoothly.

Key points

Before you're upgraded:

Complete any saved bank recs
Check your bank feed rules and edit any with Begins/Ends with conditions

Complete bank reconciliation

Only completed bank recs will be migrated during the upgrade. So, whether you reconcile with bank feeds or reconcile using a bank or credit card statement, we recommend that you complete any saved bank recs.

To complete bank reconciliation

Before you begin

If you reconcile with bank feeds	If you reconcile using a bank or credit card statement
Make sure you’ve allocated or matched all your bank transactions (see Working with bank transactions).	Check your bank statement for any transactions that you haven't entered in MYOB Essentials (for example, bank charges or interest). You’ll need to enter these in MYOB Essentials before you’ll be able to finish reconciling.

From the Banking menu, choose Bank reconciliation to open the Bank reconciliation page.
From the For account field, select the account that you want to reconcile transactions for.
All MYOB Essentials transactions for this account that haven’t been reconciled, allocated or matched to bank transactions appear in the list. If you want to view all transactions, including those that have been allocated or matched, click Show reconciled.
Select each MYOB Essentials transaction you want to reconcile by clicking in the checkbox next to it. If you have matched or allocated all your transactions you don't need to select any transactions.
Click Complete reconciliation.
Repeat from step 2 for all accounts you want to reconcile.

Check for bank feed rules with Begins/Ends with conditions

Rules with conditions Begins with or Ends with are not currently available in the new MYOB – they'll be added soon. If the business is set up with bank feeds and is using bank feed rules, you should check if there are rules with Begins with or Ends with conditions.

You may be able to edit these rules using other conditions so that they that continue to work and so that they come across in the upgrade.

To check and edit your bank feed rules

Go to the Banking menu > Manage rules.
Check in the Rule column for rules with Begins with or Ends with conditions
GRAPHIC

You can sort the rules list and group rules with similar conditions together by clicking the arrow in the Rules column.
Click the ... to open a rule to edit it.

Related topics

Getting started after upgrading

The Dashboard

Signing in to MYOB

Getting help and support

Child pages

Complete bank reconciliation

Before you begin

Check for bank feed rules with Begins/Ends with conditions

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