To apply via NetBank

Start the process in MYOB Essentials, then finish it via NetBank, the Commonwealth Bank's online banking.

You can apply for a bank feed via NetBank if:

• you have access to NetBank - speak to the Commonwealth Bank about getting set up.
• you don't use Commonwealth Bank CommBiz
• there's only one signatory on your account, and
• you haven't chosen to "mask" your account numbers in NetBank (which means they'll display as XXX XXX) and you don't want to turn this off.

If you can't apply via NetBank, use an application form instead (see To apply with an application form below).

To apply for a bank feed via NetBank

1. In MYOB Essentials, click Set up bank feeds on your Dashboard. The Manage bank feeds page appears.

2. Click Add bank feed.

3. Choose whether you want to set up a bank feed for a Bank account or Credit card account. 

4. Select Commonwealth Bank of Australia (CBA) from the list of banks and financial institutions.

5. Select Online through my bank as the Application method.

6. Read the terms of use and select the I declare that option if you agree with them.

7. Click Apply for bank feed.

8. Click Go to online banking. Your browser opens the NetBank login page in a new tab.

9. Log in to your NetBank account. Note that this step (and all subsequent steps) must be completed by a person who has independent signing rights on the bank account that you're setting up bank feeds for.

10. Select which of your accounts you’re setting up a bank feed for.

11. Indicate that you agree to the terms and conditions by ticking the checkbox.

12. Click Submit. A confirmation page appears, and your application will start to be processed. You can check on the status of your application on the Manage bank feeds page. For more details about the statuses shown in this window, see Tracking the status of your bank feed application.

13. When the bank feed is ready, you'll receive a notification on your MYOB Essentials dashboard, asking you to link the new bank feed to an account.

    What's the status of my application?

    It can take up to 10 days for your bank feed to become active (but it's usually much sooner). Learn more about tracking the status of your bank feed application.

1. In MYOB Essentials, click Set up bank feeds on your Dashboard. The Manage bank feeds page appears.

2. Click Add bank feed.

3. Choose whether you want to set up a bank feed for a  Bank account  or Credit card account .

4. Select Commonwealth Bank of Australia (CBA) from the list of banks and financial institutions.

5. For the Application method, select the option Print and post to MYOB.

   1. If you’re setting up a bank feed for a bank account, enter the Account name, BSB and Account Number.

   2. If you’re setting up a bank feed for a credit card, enter the Name on card and the Last 4 digits of the card number.

6. Read the terms of use and select the I declare that option if you agree with them.

7. Click Apply for bank feed.

8. Click Print application form. Depending on your computer’s settings, the form will either appear in a new tab, where you can save or print it, or a popup will appear, asking whether you want to save or print the form.

9. Complete and submit the application form (instructions are provided on the form).

10. When the bank feed is ready, you'll receive a notification on your MYOB Essentials dashboard, asking you to link the new bank feed to an account.

    What's the status of my application?

    It can take up to 10 days for your bank feed to become active. Learn more about tracking the status of your bank feed application.

To link an account to the bank feed

Once you've applied for the bank feed, you can choose which one of your MYOB Essentials accounts you want the transactions to appear in.

1. When your bank feed is ready, you'll receive a notification on your dashboard, asking you to link the new bank feed to an account. Click the link in the dashboard notification. 

2. The Manage bank feeds page appears, with the new bank feed highlighted in pink.

3. From the Select account dropdown list, choose the MYOB Essentials account you want to link the bank feed to. MYOB Essentials accounts that are already linked to a bank feed do not appear in the list.
   The account you choose will be a bank or credit card account you’ve set up in MYOB Essentials.

   For example, if you’re setting up a bank feed for your main transaction account, you might choose to link it to the 1-1000 Cheque Account in MYOB Essentials. Similarly, if you’re setting up a bank feed for your Visa card, you might choose to link it to the 2-1040 Visa account in MYOB Essentials.

4. In the confirmation box, click Yes to confirm your choice of linked account. 

5. The bank feed is linked to the selected account, and bank transactions will start appearing in the linked account. You can view the transactions from your bank feed on the Bank transactions page.