If you donhaven't have set up bank feeds set up for any of your bank accounts or credit cards, you can import an electronic bank statement instead. This will let you work with the bank transactions in the same way you would if you had bank feeds. See Working with bank transactions. If you've got bank feeds, you don't need to import statements unless you want to import bank transactions from before your bank feed was activated. See Bank feeds. Downloading statements from your bankBefore you can import a bank statement, you'll need to download it from your internet banking website. Log in to your bank account and save Save the bank statement as a .QIF or .OFX file. If file, and if you have a choice of date formats, choose dd/mm/yy. UI Text Box |
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| Most banks allow you to download bank statements in the .QIF file format–you shouldn't need to convert them from other formats, such as PDF. Refer to the help in your internet banking site to learn how to download or export your bank statements, or check with your bank. |
Tips for importing statements:- You don't need to import statements in date order. You can import statements from earlier or later than the last one imported.
- If you're importing several months’ worth of statements, it's best to import and reconcile them one month at a time. This will make it easier to manage a large backlog of transactions.
- If you’re not sure what statements you’ve already imported, click the Import History button. See Viewing your bank statement import history.
- Transactions dated earlier than your opening balance date can't be imported.
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title | Import a bank or credit card statement |
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| Import a bank or credit card statementOnce you’ve downloaded the electronic statements from your online banking website, you can import them into MYOB Essentials on the Bank transactions page. - Go to the Banking menu and choose Bank transactions. The Bank transactions page appears.
- Click the Import statements button at the top right of the page.
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The Import bank or credit card statement section appears.
Image Added - In the Bank/Credit Card Account field, choose which account you want the imported transactions to go into.
| Click - In the Statement file field, click Browse. The Choose File to Upload window appears.
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