When you connect an ANZ bank or credit card account to MYOB, information from that account is sent by ANZ straight into your MYOB business. These bank feeds save time on your data entry. Tell me more about bank feeds.
To connect your ANZ account:
you need to be the online owner (this is usually the person who set up your MYOB subscription) or an Online Admin user
ensure bank feeds can be set up for your account (check the list).
There are two parts to connecting your ANZ account:
1. Apply Start the application process in MYOB, then finish via ANZ's internet banking site. | 2. Link Once your bank feed is active, choose the MYOB category the bank feed applies to. |
Need to connect more bank accounts?
The number of bank accounts you can connect depends on your plan. Sign into My Account > Manage my product to see your current limit or upgrade your plan.
1. Connect your ANZ account
To connect your ANZ account
In MYOB, go to the Banking menu and choose Manage bank accounts.
Click Create bank feed.
Select the type of account you're connecting (Bank account or Credit card account).
Choose ANZ from the list of financial institutions.
Read the displayed information and, if you agree, select the option I confirm that.
Click Next.
Take note of the displayed code or click Copy to copy it to your computer's clipboard. You'll need this code in your online banking to complete the application.
Click Go to online banking.
Log in to ANZ internet banking.
Access the applicable page via Settings > Manage Bank Feeds. If it's your first time connecting a bank account, click Get started. Otherwise, click Activate a new bank feed.
Follow the onscreen prompts.
When prompted, enter your 8-digit code.
Submit your application.
How long will it take to approve my application?
Internet banking applications are usually processed by ANZ within 24 hours, but it can take a couple of days. If you haven't heard from us after this time, contact product support.
We'll send you an email when your application has been approved, or you can track the status.
Once it's ready, you need to link the bank feed to the corresponding category in MYOB—see the next task for details.
2. Link the bank feed to a category in MYOB
Once you've been notified (by email) that your application has been approved and the first bank feed has arrived, you'll need to link the bank feed to the corresponding category in MYOB. This will be the category in MYOB that your bank transactions will be fed into.
To link a category to the bank feed
In MYOB, go to the Banking menu and choose Manage bank accounts. The Manage bank accounts page opens, listing all the bank feeds you have set up and their status.
In the Linked category column for the new bank feed, choose a category from the list. This will be the category that the bank feed transactions will be fed into. You can only choose categories set up as a bank account or credit card. Learn more about categories.
Click Save to finish.
What happens next?
When your bank feed is ready, your bank transactions will automatically be fed into MYOB at the frequency specified by ANZ for your account type (check the frequency here).
You can then categorise those transactions or match them to existing transactions. You can even set up rules to make it happen automatically. Find out all about Working with bank transactions.
The first bank feed you receive will have transactions dated from when your bank feed was approved. Any transactions that occurred while you were waiting for the bank feed to be set up won’t be included, but you can import these transactions from your bank statements.