Bank Feeds
The bank feeds function in MYOB Acumatica uses MYOB's online services to import transactions from your bank account or credit card statement into a nominated cash account.
Applying for a bank feed
You can apply for new bank feeds on the Apply for Bank Feed (MBCA2010) form, then track the progress of all applications on the Track Bank Feed Applications (MBCA2015) form.
For more details, see Applying for a Bank Feed.
Importing transactions
After activating a bank feed, there are two forms where you can import transactions: Manage Bank Feeds (MBCA2020) or Process Bank Transactions (CA306000).
If you want to delete transactions, you can save time by deleting them in bulk.
For more details, see Importing Bank Feed Transactions.
Reconciling transactions
You can use the Process Bank Transactions screen (CA306000) form to reconcile imported transactions with existing MYOB Acumatica transactions. Either reconcile them yourself manually or let MYOB Acumatica do it for you automatically.
You can also use the Process Bank Transactions form to create new transactions that match imported transactions.
For more details, see Reconciling Bank Feed Transactions.
Cancelling a bank feed
To cancel a bank feed, select it on the Manage Bank Feeds form (MBCA2020) and click Cancel Selected Feeds.
For more details, see Cancelling a Bank Feed.
Troubleshooting
If you experience issues with bank feeds, whether applying for a new one or working with an existing one, the following pages can help you solve the issue and get you back on track.
You can also find more help in our online knowledge base.