To check your bank feed status

1. Start AccountRight.
2. Go to the Setup menu > Manage Bank Accounts. The Manage Bank Accounts window appears.
3. Click Add or remove a bank account.
   

4. Sign in with your MYOB account details. The My Products page appears, showing your bank feeds information.
   
   The Status column in the Bank Accounts table describes what state the bank feed application is at. Note that the application process can take up to 10 business days to complete. If it’s taken longer than this for your bank feed to become active, or you have any questions about your application, contact us.

   Status	What it means	What you need to do
   Account Closed	The bank informed us the account has been closed	If you were issued a replacement card (for credit cards) or have a different account then you will need to submit a new bank feed application. See 'To reprint an authority form' below
   Account Holder to Contact Bank	There is an issue with your application	Contact your branch manager or account manager
   Account Type Not Supported	There are certain types of accounts that banks do not have a bank feed service for.	You will not be able to set up a bankfeed for unsupported account types.
   Account Type Required	The bank (or credit union) wants further details, such as your member number and account type (e.g. S1 or S4.1 etc.)	Contact us with your serial number, member number and account type for the account you are trying to link
   Active – Awaiting Transactions	Bank feed is active, but the account has had no deposits or withdrawals since the bank activated it	No action required because the bankfeed is already active. When you next use the account the transaction will come through the bank feed
   Already Loaded	You have already applied for this account on a different application and we have already processed it	Contact us with the bank account details, serial number & company data file number of the file you want the bank feed to go to
   Application Form Not Signed	We have received the application form without a signature	Reprint and send the completed and signed form. See 'To reprint an authority form' below
   Awaiting Application Form	We have not yet received the application form	Reprint may be required (see above) Application form submission instructions are provided on the form.
   Awaiting Bank	We have received and processed the application and sent it to the bank. We are now waiting on the bank to process the application and activate the bank feed	No action required.  If it has been over 10 business days, contact us asking if we can query the bank regarding the account and why they have not yet activated it
   Bank Feed Ready	The bank feed has been activated and is feeding through transactions	No action required
   Bank Rejected Signature	The signature on your application form either doesn't match what the bank has on file or the account you are applying for requires more than one person to sign	If the signature is not matching then go to your bank and update it.   You will need to resend the form after updating your signature. See 'To reprint an authority form' below. If multiple signatures are required you will need to reprint the Bankfeeds authorisation form and make sure all required people sign the form (one signature under the other is fine). See 'To reprint an authority form' below
   Bank Requires Signature Update	The bank does not have your signature on file	Go to your bank and register your signature.  Then resubmit your bank feed application. See 'To reprint an authority form' below.
   Billing Account Number Required	You have applied for a credit card and entered the number on the card on your application, but the bank wants the billing account number instead	You will first need to cancel any existing application with this status as bank feeds will never come through. Next, find the billing account number (sometimes called the ‘account number').  It should be displayed on the credit card statement. The billing account number is a 16 digit number. You can then resubmit your bank feed application. See 'To reprint an authority form' below.
   Cancelled	This bank feed is cancelled	No action required. If you want the bank feed reinstated you will need to reapply. If you encounter any issues please contact us with your serial number and a description of the issue.
   Hand-Written Amendments	There was handwriting on the form where there shouldn’t have been.  Banks are very strict with the form and will not accept any changes to the pre-printed information on the form. For example, the account name or number has been crossed out and a different name or number has been written	Reprint and resubmit the application form without amendments. See 'To reprint an authority form' below.
   Invalid Account Name	The bank has rejected this application because the account name is wrong	You will need to cancel this application and create a new application with the correct account information. See 'To reprint an authority form' below. If you're sure the account name is correct, contact us and we will chase it up with the bank
   Invalid Account Number	The bank has rejected this application because the account number is wrong	You will need to cancel this application and create a new application with the correct account information. See 'To reprint an authority form' below. If you're sure the account number is correct, contact us and we will chase it up with the bank
   Loaded With Another Provider	The bank will not activate this account for bank feeds to MYOB because the account is currently still linked to another provider, e.g. the account is still linked to a bank feed with XERO but has not been cancelled prior to applying for the bank feed with MYOB	Contact your previous provider and make sure the bank feed is cancelled there. You can then resubmit the application for this account. See 'To reprint an authority form' below.
   Member Number & Account Type Required	The bank (or credit union) wants further details, such as your member number and account type (e.g. S1 or S4.1 etc.)	Contact us with your serial number, member number and account type for the account you are trying to link
   Member Number Required	The bank (or credit union) wants further details, such as your member number and account type (e.g. S1 or S4.1 etc.)	Contact us with your serial number, member number and account type for the account you are trying to link
   Missing Full Card Number	The credit card application form only has the last 4 digits pre-printed on it.  There are 12 empty   boxes preceding those last 4 digits where you need to write the first 12 digits.  These are empty or incomplete	Resubmit the application form and ensure all numbers are provided. See 'To reprint an authority form' below
   No Longer Receiving Data	The bank has advised this account is no longer transacting (most likely closed)	No action required.  However, if the account is still active you can contact us.
   Primary Account Number Required	There's more than one credit card on the account/statement. You have applied using the number on the card, but the bank wants the primary account number	Reapply using the primary account number. See 'To reprint an authority form' below
   Processing Application	We have received the application form and sent it to the bank for processing.	No action required. If it has been over 10 business days, contact us asking if we can query the bank regarding the account and why they have not yet activated it
   Receiving Feeds With A Different Account Name	The account is already active but with a different account name	Contact us with your serial number and company file ID and we'll help resolve the issue.
   Signature Not Matching At Bank	The signature on the application form is not the same one that the bank has on file for this account	Update your signature with your bank and/or resubmit the application with the signature that is on file at your bank. See 'To reprint an authority form' below
   Wet Signature Not Received	The signature provided on the application has not been signed by hand, but rather a digital printed (or stamped) signature. Banks will reject these.	Resubmit your application and ensure the signature is physically signed

To reprint an authority form

1. Start AccountRight.
2. Go to the Setup menu > Manage Bank Accounts. The Manage Bank Accounts window appears.
3. Click Add or remove a bank account. An internet browser window opens and the my.MYOB Log In page appears.
4. Log in with your my.MYOB login details. The My Products page appears, showing your bank feeds information.
5. Select an account and click Print authority form. The BankLink authority form and cover sheet appear.
6. Print and complete the form, then send it to us as instructed on the form.

To cancel a bank feed

You need to be the online owner to cancel a bank feed. This is typically the person who set up your AccountRight subscription.

1. Log in to my.MYOB (Australia | New Zealand).
2. Go to the My Products menu and choose My Products.
3. Select the AccountRight product and serial number which has the bank feed to be cancelled.
4. Click Bank Feeds.
5. Choose the applicable company file. The bank feeds for that company file will be listed.
6. Click Cancel in the Actions column of the bank feed you want to cancel.
7. Click OK to the confirmation message.
   The bank feed will be cancelled immediately and the status will change to Cancelled. On the Manage Bank Feeds window in AccountRight, the status for this bank feed will also display as Cancelled.

To delete a cancelled bank feed account

1. Start AccountRight.
2. Go to the Setup menu > Manage Bank Accounts. The Manage Bank Accounts window appears.
3. Select the account you want to delete. Note that you cannot delete accounts that have received bank transactions.
4. Click the delete icon (   ). The account is deleted.

Can I change my AccountRight bank feed to an MYOB Essentials bank feed (or vice-versa)?

Yes! If you want to change your AccountRight bank feed to Essentials (or vice-versa), contact product support  and we'll take care of it for you.

I've changed bank accounts - how do I update my bank feed?

We recommend creating a new account in AccountRight for the new bank account. Apply for bank feeds on your new bank account and associate it to the newly created AccountRight account. This creates a clear point where you've started using the new bank account and helps make your reconciliations easier.

You'll also need to cancel the bank feed on the old account - see To cancel a bank feed above.

How do I switch a bank feed to a different company file?

To change an active bank feed from one AccountRight company file to another, contact product support and we'll take care of it for you.

How do I change the AccountRight account my bank feed is linked to?

You can only change the AccountRight account a bank feed is linked to if there are no approved matched transactions which have been reconciled. If there are, you'll first need to undo the reconciliation, then unapprove the matched transactions.

You'll then be able to changed the linked account as follows:

1. Go to the Banking command centre and click Bank Feeds. The Bank Feeds window appears.

2. Click Manage Bank Accounts. The Manage Bank Accounts window appears.This window shows all the bank feeds you have set up and their status.

3. Select the correct account from the list in the Associated Account column. This will be the account that the bank feed will be assigned to.
   

   Only accounts with the Account Type of Bank or Credit Card can be associated with a bank feed. See Set up accounts for more information on account types.

4. Click Use Account. The account is linked to the bank feed.
5. Click OK. The Banking command centre reappears.

How do I reactivate a cancelled bank feed?

Re-apply for the bank feed. See Set up bank feeds.

I'm having trouble with my bank feed - what do I do?

Contact us and we'll help you get back on track.