If you haven't connected your bank accounts, you can manually enter the payments you make and receive. (Connecting your bank accounts and importing statements does all the hard work for you, saving you time and hassle).
You can manually enter the following types of bank transactions:
Spend money — Record the money you spend (that’s not a payment for a bill entered in MYOB). See Spend money.
Receive money — Record the money you receive (that’s not a payment for an invoice entered in MYOB). See Receive money.
Transfer between bank accounts — Record transfers of funds between your bank accounts. See Record a transfer between accounts.
If you're not recording an invoice or bill, use the Spend Money and Receive Money windows. This allows you to record more transaction details, such as allocating more than one account or tax code.
Using an account that's associated to a bank feed? If so, only use the Spend Money and Receive Money windows if you want to record a transaction before it appears in your bank feed. With bank feeds, you can simplify data entry by using the bank transaction details to record transactions or automate data entry by setting up a rule.
If you have an account that’s not associated to a bank feed, an easy way to record the money that flows in to and out of the account is to use the Bank Register window. This includes payments for customer invoices and supplier purchases, as well as any other receipts and payments. See Entering transactions in the Bank Register window.
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