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Anchor | setup | setup | Setting up a bank feed||||||||||||||||||||||||||||||||
1. Apply Start the application process in AccountRight. Some banks allow you to complete your application via internet banking, otherwise you'll need to submit an application form. | > | 2. Link Once your bank feed application is approved, you finish the set up process by choosing the AccountRight bank or credit card account that the bank feed applies to. | ||||||||||||||||||||||||||||||||
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Due to a change in Commonwealth Bank policy, from 20th September 2016 bank feeds can no longer be set up for personal credit card accounts. Existing CBA personal credit card bank feeds will not be affected. |
If you use Commonwealth Bank NetBank you can start your bank feed application in AccountRight and complete it using NetBank.
You won't be able to apply via NetBank if:
- you use Commonwealth Bank CommBiz
- there's more than one signatory on your account, or
- you have chosen to "mask" your account numbers in NetBank (so they display as XXX XXX) and you don't want to turn this off.
If any of the above conditions apply, you'll need to print the MYOB authority form to apply for bank feeds. See "Other financial institutions" below.
If it's your first bank feed
- The Manage Bank Accounts window appears. Click Get Started with Bank Feeds.
- An internet browser window opens and the my.MYOB Sign In page appears.
- Sign in with your my.MYOB login details.
- If you have multiple MYOB products or company files, select the applicable product and company file.
- Proceed to step 3 below.
- The Bank Feeds window appears. Click Manage Bank Accounts.
- When the Manage Bank Accounts window appears, click Add or remove a bank account. An internet browser window opens and the my.MYOB Sign In page appears.
- Sign in with your my.MYOB login details.
- If you have multiple MYOB products or company files, select the applicable product and company file.
- Click Add more bank accounts.
Select Commonwealth Bank of Australia (CBA) from the list of financial institutions.
Choose the option to continue the bank feed application online.
Enter your account details and select the I confirm... checkbox.
title | Westpac (Australia only) |
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Use these steps if you have a Wetspac bank account. If you're setting up a bank feed for a Westpac credit card account, you'll need to complete a bank feed application form. See "Other financial institutions" below.
If it's your first bank feed
- The Manage Bank Accounts window appears. Click Get Started with Bank Feeds.
- An internet browser window opens and the my.MYOB Sign In page appears.
- Sign in with your my.MYOB login details.
- If you have multiple MYOB products or company files, select the applicable product and company file.
- Proceed to step 3 below.
- The Bank Feeds window appears. Click Manage Bank Accounts.
- When the Manage Bank Accounts window appears, click Add or remove a bank account. An internet browser window opens and the my.MYOB Sign In page appears.
- Sign in with your my.MYOB login details.
- If you have multiple MYOB products or company files, select the applicable product and company file.
- Click Add more bank accounts or Add more credit card accounts.
Select Westpac from the list of financial institutions.
title | ANZ |
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If it's your first bank feed
- The Manage Bank Accounts window appears. Click Get Started with Bank Feeds.
- An internet browser window opens and the my.MYOB Sign In page appears.
- Sign in with your my.MYOB login details.
- If you have multiple MYOB products or company files, select the applicable product and company file.
- Proceed to step 3 below.
- The Bank Feeds window appears. Click Manage Bank Accounts.
- When the Manage Bank Accounts window appears, click Add or remove a bank account. An internet browser window opens and the my.MYOB Sign In page appears.
- Sign in with your my.MYOB login details.
- If you have multiple MYOB products or company files, select the applicable product and company file.
- Click Add more bank accounts or Add more credit card accounts.
Select ANZ from the list of financial institutions.
Click Submit . You'll be provided an 8-digit code and directed to log in to ANZ internet banking.
Access the applicable page
(If this option isn't shown, contact ANZ to update your profile.)
Continue with Task 2: Link the bank feed to an account in AccountRight, below.
title | ASB (New Zealand only) |
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If it's your first bank feed
- The Manage Bank Accounts window appears. Click Get Started with Bank Feeds.
- An internet browser window opens and the my.MYOB Sign In page appears.
- Sign in with your my.MYOB login details.
- If you have multiple MYOB products or company files, select the applicable product and company file.
- Proceed to step 3 below.
- The Bank Feeds window appears. Click Manage Bank Accounts.
- When the Manage Bank Accounts window appears, click Add or remove a bank account. An internet browser window opens and the my.MYOB Sign In page appears.
- Sign in with your my.MYOB login details.
- If you have multiple MYOB products or company files, select the applicable product and company file.
- Click Add more bank accounts or Add more credit cards.
Select ASB from the list of financial institutions.
Choose the option to continue the bank feed application online.
Enter your account details and select the I confirm... checkbox.
Log in to ASB internet banking.
- Log in to ASB Fastnet Classic.
- Go to My Settings > Accounting Set Up.
- Follow the onscreen prompts.
- When prompted, enter your 8-digit code and submit your application.
- Log in to ASB Fastnet Business (you need to be an Administrator of your organisation's FastNet Business account)
- Go to Administration > Client tab > Accounting Set Up.
- Follow the onscreen prompts.
- When prompted, enter your 8-digit code and submit your application.
title | AMEX |
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Only AMEX cards issued directly from AMEX can be set up for bank feeds. Co-branded cards are not eligible.
If it's your first bank feed
- The Manage Bank Accounts window appears. Click Get Started with Bank Feeds.
- An internet browser window opens and the my.MYOB Sign In page appears.
- Sign in with your my.MYOB login details.
- If you have multiple MYOB products or company files, select the applicable product and company file.
- Proceed to step 3 below.
- The Bank Feeds window appears. Click Manage Bank Accounts.
- When the Manage Bank Accounts window appears, click Add or remove a bank account. An internet browser window opens and the my.MYOB Sign In page appears.
- Sign in with your my.MYOB login details.
- If you have multiple MYOB products or company files, select the applicable product and company file.
- Click Add more credit cards.
Select AMEX Credit Cards from the list of financial institutions.
Log in to the AMEX portal.
title | Other financial institutions |
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If it's your first bank feed
- The Manage Bank Accounts window appears. Click Get Started with Bank Feeds.
- An internet browser window opens and the my.MYOB Sign In page appears.
- Sign in with your my.MYOB login details.
- If you have multiple MYOB products or company files, select the applicable product and company file.
- Proceed to step 3 below.
- The Bank Feeds window appears. Click Manage Bank Accounts.
- When the Manage Bank Accounts window appears, click Add or remove a bank account. An internet browser window opens and the my.MYOB Sign In page appears.
- Sign in with your my.MYOB login details.
- If you have multiple MYOB products or company files, select the applicable product and company file.
- Click Add more bank accounts or Add more credit cards.
Select your financial institution and enter your bank account details.
Can't find yours? Check the list of supported financial institutions (Australia | New Zealand).
Select the I confirm... checkbox then click Submit .
You'll be prompted to print the bank feed application form.
- Click Print Form. The authority form and cover sheet appear. A copy of the authority form is also sent to you by email.
- Print the form.
- Read the cover sheet for instructions on how to complete and submit the form.
The My Products page appears. This shows details about your AccountRight subscription and online services.
The Bank Feeds section is updated with the details of the bank feed you have just applied for.
- apply for another bank feed, click Add more bank accounts or Add more credit cards and continue from step 5.
- return to AccountRight, close the internet browser.
We’ll notify you by email when your bank feed is ready to use. Once it's ready, you need to link the bank feed to the corresponding account in AccountRight.
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We’ll notify you by email when your bank feed is ready, and you can also check the status by clicking Check/update status in the Manage Bank Accounts window. This may take a couple of weeks.
When your bank feed is ready, you’ll be able to download and approve transactions into your company file.
Note that 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. If you want to import and reconcile transactions dated before your feed approval date, you can use the Get Statement feature.
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<h2><i class="fa fa-comments"></i> FAQs</h2><br> |
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You can reprint the authority form for a bank feed that you've applied for. If you need to apply for a new bank feed, repeat the steps above for setting up bank feeds.
Have you been requested to resubmit a bank feed application? Repeat the steps above for setting up bank feeds. |
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For information about how to check the status of your bank feed application, see Manage bank feeds . |
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