To apply via ANZ online banking

Start the process in MYOB Essentials, then finish it via ANZ's online banking site.

Here's how:

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, then select the account type.

4. Choose ANZ 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. 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 system.

9. Click Go to online banking. Your browser opens the ANZ online banking instructions for activating bank feeds.

10. Log in to your ANZ internet banking 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 are setting up bank feeds for.

11. In Australia, go to the Profile page and click Activate bank feeds. If this option isn't shown, contact ANZ to update your profile.:

    1. Go to Settings > Manage Bank Feeds.

    2. If it's your first time setting up a bank feed, click Get started. Otherwise, click Activate a new bank feed. 

12. In New Zealand, go to Your Settings and click Connect to an accounting provider.

13. In the dropdown list, choose MYOB.

14. Enter the MYOB bank feed reference number that you copied from MYOB Essentials in the Bank Authorisation Code field.

15. Read the terms and conditions. If you agree, select the Authority to Disclose Information option.

16. In the Select column, choose which accounts you want to activate bank feeds for.

17. When you're done, click Send request. A message appears confirming that you've applied for the bank feed.

18. 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 and you can't apply via ANZ's online banking system, you can complete an application form as follows:

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 ANZ from the list of banks and financial institutions.

5. 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.

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, 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. 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.

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   "Name not provided by bank" If you applied for your bank feed via ANZ online banking, the Account Name on the Manage bank feeds page will display "Name not provided by bank'. Don't worry—this doesn't affect your bank feed.

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.

Bank feeds will start from the approval date

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 transactions dated before your feed approval date, you can import a bank statement.