Complete your bank reconciliation before upgrading

https://help.myob.com/wiki/x/N4eRAw

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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, we recommend that you check your bank reconciliation in your current software to help make the upgrade go smoothly.

Only completed bank recs will be migrated during the upgrade, so you should complete any saved bank recs.

To check what your last completed reconciliations were, go to the Reports > All reports > Banking reports section and click Banking reconciliation. The Bank Reconciliation Reports lists the reconciliations you've completed.

If you're due to reconcile an account, you may need to check if you need to complete the reconciliation for that account.

Click the Date column to sort your bank recs by most recent first.

Q. FOR TRISTAN: ARE THERE OTHER WAYS TO CHECK IF A BANK REC HAS BEEN SAVED BUT NOT COMPLETED?

Follow the steps as you normally would to reconcile with bank feeds or reconcile using a bank or credit card statement, ensuring that you click Complete reconciliation after selecting all transactions you want to reconcile. Do this for all accounts you want to reconcile.

Related topics

Getting started after upgrading

The Dashboard

Signing in to MYOB

Getting help and support