If you're applying for a bank feed for an Australian bank account (not a credit card), these steps are for you.

If you use Westpac Corporate Online, or have a Westpac credit card account, or you're in New Zealand, see the tasks below.

1. In MYOB, go to the Banking menu and choose Manage bank feeds.
2. Click Create bank feed.

3. Choose Westpac from the list of financial institutions.

4. For the Application method, choose Online via bank / internet banking. 
   Note that you'll need to have access to the online banking system for this account. If you don't have access you'll need to submit an application form - see "To apply with an application form" below.

5. Choose Westpac from the list of banks and financial institutions.

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

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

8. Click Apply for bank feed.

9. Copy the  MYOB bank feed reference number  that’s displayed on your screen. You’ll need this number when authorising the bank feed in your online banking systemRead the displayed information and, if you agree, select the option I confirm that.
10. Click Next.
11. Take note of the displayed code or click Copy to copy it to your Windows clipboard. You'll need this code in NetBank to complete the application.
12. Click Go to online banking.
13. Sign in to Westpac Live.
14. Go to the Services & preferences menu and select Services.
15. Click Bank feeds in the Account Services section.
16. Select the bank account you are setting up the bank feed for in the From account menu.
17. Select MYOB as your third-party service provider.
18. Paste the MYOB bank feed reference number code you copied earlier into the MYOB Bank Authorisation field.
19. Provide your email address in the Contact Email field.
20. Click Connect feed.

21. When the bank feed is ready, the bank feed will appear in the list on your Manage bank feeds page, and you'll receive a notification on your MYOB Essentials dashboard, asking you to link the new bank feed to an account.

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    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.

If you're in New Zealand, these steps are for you.

1. In MYOB, go to the Banking menu and choose Manage bank feeds.
2. Click Create bank feed.

3. Choose Westpac from the list of financial institutions.

4. For the Application method, choose Application form. 

5. Enter the bank account or credit card details.
6. Read the displayed information and, if you agree, select the option I confirm that.
7. Click Next.
8. On the Sign the authority form page:
   1. Click Print authority form, then complete, sign and scan the form to your computer.
   2. Click Upload authority form to open the secure upload portal.
9. Enter your Email address.
10. Upload your scanned application form (either drag and drop the form onto the page or click Browse for files to choose the file from your computer).

11. Click Submit Application.

If you're applying for a bank feed for a credit card, these steps are for you.

1. In MYOB, go to the Banking menu and choose Manage bank feeds.
2. Click Create bank feed.

3. Choose Westpac from the list of financial institutions.

4. For the Application method, select 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.

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

6. Click Apply for bank feed.

7. 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.

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

9. When the bank feed is ready, the bank feed will appear in the list on your Manage bank feeds page, and you'll receive a notification on your MYOB Essentials dashboard, asking you to link the new bank feed to an account.

To link an account to the bank feed

1. In MYOB, go to the Banking menu and choose Manage bank feeds. The Manage bank feeds page opens, listing all the bank feeds you have set up and their status.

2. In the Linked account column for the new bank feed, choose an account from the list. This will be the account that the bank feed transactions will be imported to. You can only select accounts set up as a bank account or credit card.

3. Click Save to finish.