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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.

  • Start AccountRight.
  • Go to the Banking command centre and click Bank Feeds.
    If it's your first bank feed
    • The Manage Bank Accounts window appears. Click Get Started with Bank Feeds.
      Image Removed
    • 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.
    If it's an additional bank feed
    • The Bank Feeds window appears. Click Manage Bank Accounts.
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    • 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.

  • Enter your account details and then select the I confirm... checkbox.
  • Click Submit.
  • Click Continue to online banking and then sign in to Westpac Live.
  • Go to the Services & preferences menu and select Services.
  • Click Bank feeds in the Account Services section.
  • Select the bank account you are setting up the bank feed for in the From account menu.
  • Select MYOB as your third-party service provider.
  • Click Connect feed.
  • Continue with Task 2: Link the bank feed to an account in AccountRight, below.
  • Start AccountRight.
  • Go to the Banking command centre and click Bank Feeds.
    If it's your first bank feed
    • The Manage Bank Accounts window appears. Click Get Started with Bank Feeds.
      Image Removed
    • 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.
    If it's an additional bank feed
  • The Bank Feeds window appears. Click Manage Bank Accounts.
    Image Removed
  • When the Manage Bank Accounts window appears, click Add or remove a bank account. An internet browser window opens and the my.

    If your bank isn't listed it means your bank doesn't currently support bank feeds. Instead you can quickly bring your bank transactions into AccountRight by importing bank and credit card statements.

     

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    Setting up a bank feed

    There are two steps to setting up a bank feed:

    1. Apply for a bank feed

    If you use internet banking with the financial institutions listed below, you can apply online. Otherwise, you need to fill in a form and allow up to ten business days for your bank to process your request.

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    Ready to set up bank feeds for AccountRight? The bank feed application process starts in AccountRight. To apply, you need:

    , who is
    • (usually the person who set up your AccountRight subscription
    .We support many financial institutions including
    • )
    • your MYOB account login details
    • the details of the bank or credit card account you're setting up for bank feeds
    • an internet connection (but your AccountRight company files does not need to be online)

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    How do I set up a bank feed?

    Click your bank to get started, or choose Other if your bank isn't listed.

    ANZImage Added NABImage Added CBAImage Added WESTPACImage Added American ExpressImage Added ASBImage Added OtherImage Added

    Which other banks are supported?

    Bank feeds can be set up for accounts with many banks, credit unions, building societies, and fund managers, and we're always adding more. Here's Check our current list of institutions you can set up bank feeds for:

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    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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    titleCommonwealth Bank (Australia only)
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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.

  • Start AccountRight.
  • Go to the Banking command centre and click Bank Feeds.
    If it's your first bank feed
    • The Manage Bank Accounts window appears. Click Get Started with Bank Feeds.
      Image Removed
    • 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.
       
    If it's an additional bank feed
    • The Bank Feeds window appears. Click Manage Bank Accounts.
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    • 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.

  • Click Submit.
  • Click Continue to online banking and then log in to NetBank.
  • Select the account you want to receive bank feeds for.
  • Select the terms and conditions checkbox.
  • Click Confirm to submit your application.
  • Continue with Task 2: Link the bank feed to an account in AccountRight, below.
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    titleWestpac (Australia only)
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    titleNAB (Australia only)
    HTML
    <h2><i class="fa fa-comments"></i>&nbsp;&nbsp;Bank feed application FAQs</h2><br>
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    titleWhere do I obtain the bank feed application form?

    Where do I obtain the bank feed application form?

    Start the application process through AccountRight, then if your bank allows it you'll be able to continue the application online.

    Otherwise, you'll be prompted to print an application form, complete it and return it to us as instructed on the form.

    Choose your bank above to get started.

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    titleWhat if I'm getting an error when setting up a bank feed?

    What if I'm getting an error when setting up a bank feed?

    If you're still getting an error (such as "Internal Error ID: 10009") or you're facing another equally annoying issue, give us a call:

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    <p><b>Australia</b> - <a href="tel:1300-555-931">1300 555 931</a> | Monday to Friday <b>7am</b> to <b>8pm</b>, Saturday to Sunday <b>9am</b> to <b>5pm</b> (Melbourne time)</p>
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    <p><b>New Zealand</b> - <a href="tel:0800-606-962">0800 606 962</a> | Monday to Friday <b>9am</b> to <b>10pm</b>, Saturday to Sunday <b>11am</b> to <b>7pm</b> (New Zealand time)</p>
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    titleHow do I reprint the bank feed authority form?

    How do I reprint the bank feed authority form?

    If you need to apply for a new bank feed, choose your bank above and follow the steps. But if you've already applied for a bank feed but need to reprint the authority form, here's how:

    1. Start AccountRight.
    2. Go to the Setup menu > Manage Bank Accounts. The Manage Bank Accounts window appears.
    3. Click Add or remove a bank account. An internet browser window opens and the MYOB Sign In page appears.
    4. Sign in with your my.MYOB login detailsMYOB account email address and password.
    5. If you have multiple MYOB products or company files, select the applicable product and company file.
    6. Click Add more bank accounts or Add more credit cards.
       
    7. Select National Australia Bank and enter your bank account details.

    8. Select the I confirm... checkbox then click Submit.
      You'll be prompted to print the bank feed application form.

      Click Print Form. The authority Select an account and click Print authority form. The BankLink authority form and cover sheet appear. A copy of the authority form is also sent to you by email.
    9. Print the form.
    10. Read the cover sheet for instructions on how to complete and submit the form.
    11. Click Done in the Print the bank authority form page.
      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.
    12. If you want to:
      • 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.
    13. Continue with Task 2: Link the bank feed to an account in AccountRight, below.

    Have you been requested to resubmit a bank feed application? Choose your bank above and follow the steps.

  • Start AccountRight.
  • Go to the Banking command centre and click Bank Feeds.
    If it's your first bank feed
    • The Manage Bank Accounts window appears. Click Get Started with Bank Feeds.
      Image Removed
    • 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.
    If it's an additional bank feed
    • The Bank Feeds window appears. Click Manage Bank Accounts.
      Image Removed
    • 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.

  • Choose the option to continue the bank feed application online and then select the I confirm... checkbox.
  • Click Submit . You'll be provided an 8-digit code and directed to log in to ANZ internet banking.

  • Log in to ANZ internet banking.
  • Access the applicable page

  • Follow the onscreen prompts.
  • When prompted, enter your 8-digit code.
  • Submit your application.
  • Continue with Task 2: Link the bank feed to an account in AccountRight, below.

  • Start AccountRight.
  • Go to the Banking command centre and click Bank Feeds.
    If it's your first bank feed
    • The Manage Bank Accounts window appears. Click Get Started with Bank Feeds.
      Image Removed
    • 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.
    If it's an additional bank feed
    • The Bank Feeds window appears. Click Manage Bank Accounts.
      Image Removed
    • 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.

  • Click Submit. You'll be provided an 8-digit code and directed to log in to your online banking.
  • Log in to ASB internet banking.

  • Continue with Task 2: Link the bank feed to an account in AccountRight, below.
  • Only AMEX cards issued directly from AMEX can be set up for bank feeds. Co-branded cards are not eligible.

  • Start AccountRight.
  • Go to the Banking command centre and click Bank Feeds.
    If it's your first bank feed
    • The Manage Bank Accounts window appears. Click Get Started with Bank Feeds.
      Image Removed
    • 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.
    If it's an additional bank feed
    • The Bank Feeds window appears. Click Manage Bank Accounts.
      Image Removed
    • 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.

  • Select the I confirm... checkbox then click Submit . You'll be directed to log in to the AMEX portal.
  • Log in to the AMEX portal.

  • Accept the terms and conditions.
  • Select the credit card you want to set up the bank feed for.
  • Confirm your selection and click Send request.
  • Continue with Task 2: Link the bank feed to an account in AccountRight, below.
  • Start AccountRight.
  • Go to the Banking command centre and click Bank Feeds.
    If it's your first bank feed
    • The Manage Bank Accounts window appears. Click Get Started with Bank Feeds.
      Image Removed
    • 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.
    If it's an additional bank feed
    • The Bank Feeds window appears. Click Manage Bank Accounts.
      Image Removed
    • 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.

    1. Click Print Form. The authority form and cover sheet appear. A copy of the authority form is also sent to you by email.
    2. Print the form.
    3. Read the cover sheet for instructions on how to complete and submit the form.
  • Click Done in the Print the bank authority form page.
    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.
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  • If you want to:
    • 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.
  • Continue with Task 2: Link the bank feed to an account in AccountRight, below.
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    titleANZ
    ForGo to
    ANZ (AU)Profile > Activate Bank Feeds
    (If this option isn't shown, contact ANZ to update your profile.)
    ANZ (NZ)Your Settings > Connect to an accounting provider
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    titleASB (New Zealand only)
    If using...Do this...
    ASB Fastnet Classic
    1. Log in to ASB Fastnet Classic.
    2. Go to My Settings > Accounting Set Up.
    3. Follow the onscreen prompts.
    4. When prompted, enter your 8-digit code and submit your application.
    ASB Fastnet Business
    1. Log in to ASB Fastnet Business (you need to be an Administrator of your organisation's FastNet Business account)
    2. Go to Administration > Client tab > Accounting Set Up.
    3. Follow the onscreen prompts.
    4. When prompted, enter your 8-digit code and submit your application.
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    titleOther financial institutions
    Anchorlinklink2. Link the bank feed to an account in AccountRight

    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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    titleTo link an account to the bank feed
    1. Open AccountRight and go to the Banking command centre.
    2. Click Bank Feeds. The Bank Feeds window appears.
    3. Click Manage Bank Accounts. The Manage Bank Accounts window appears.
      This window shows the status of your bank feeds applications so you can follow their progress.
    4. Click Check/update status.
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      The bank feeds Log in window appears.
    5. Enter your my.MYOB log in details and click OK.
    6. The Manage Bank Accounts window reappears. This window shows all the bank feeds you have set up and their status.

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      ANZ online applications

      If you applied online through ANZ internet banking, allow up to 5 business days for the bank feed to show in the Manage Bank Accounts window. If it's still not showing, call us on 1300 555 931 (Australia) or 0800 60 69 62 (New Zealand).

    7. Select an account from the list in the Associated Account column. This will be the account that the bank feed will be compared to:
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      Only accounts with the Account Type of Bank or Credit Card can be associated with a bank feed. See Set up accounts for more information on account types.

    8. Click Use Account. The account is linked to the bank feed.
    9. Click OK. The Banking command centre reappears.
    What happens next

    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>&nbsp;&nbsp;FAQs</h2><br>
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    titleHow do I reprint the bank feed authority form?

    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.

    1. Start AccountRight.
    2. Go to the Setup menu > Manage Bank Accounts. The Manage Bank Accounts window appears.
    3. Click Add or remove a bank account. An internet browser window opens and the my.MYOB Sign In page appears.
    4. Sign in with your my.MYOB login details.
    5. If you have multiple MYOB products or company files, select the applicable product and company file.
    6. Select an account and click Print authority form. The BankLink authority form and cover sheet appear.
    7. Print the form.

    Have you been requested to resubmit a bank feed application? Repeat the steps above for setting up bank feeds.

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    titleHow do I check my bank feed application status?

    For information about how to check the status of your bank feed application, see Manage bank feeds .

    html
    How long will it take to process my application?

    How long will it take to process my application?

    If your bank allows you to complete the application via your online banking site, you could be up and running within 24 hours, but usually within a few days (it depends on your bank).

    If you've submitted an application form, allow up to 10 business days for your bank to process your request. We'll let you know when you're ready to go.

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    <p>If you still haven't heard anything after ten business days, give us a call on <a href="tel:1300-555-931">1300 555 931 </a> (Australia) or <a href="tel:0800-606-962">0508 328 283</a> (New Zealand)</p>
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    titleWhat does it cost to use bank feeds?

    What does it cost to use bank feeds?

    Bank feeds are included with your AccountRight subscription, subject to the MYOB BankFeeds Fair Use Policy (Australia | New Zealand).

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    titleHow do I check my bank feed application status?

    How do I check my bank feed application status?

    For information about how to check the status of your bank feed application, see Manage bank feeds.

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    titleHow do I cancel a bank feed?

    How do I cancel a bank feed?

    1. Log in to my.MYOB (Australia | New Zealand).

    2. Go to the My Products menu and choose My Products.

    3. Select the AccountRight product and serial number which has the bank feed to be cancelled.

    4. Click Bank Feeds.

    5. Choose the applicable company file. The bank feeds for that company file will be listed.

    6. Click Cancel in the Actions column of the bank feed you want to cancel.

    7. Click OK to the confirmation message.

      The bank feed will be cancelled immediately and the status will change to Cancelled. On the Manage Bank Feeds window in AccountRight, the status for this bank feed will also display as Cancelled.

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    If you need to set up a new bank feed for this bank or credit card account in a different AccountRight company file, give us a call:

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    <p><b>Australia</b> - <a href="tel:1300-555-931">1300 555 931</a> | Monday to Friday <b>7am</b> to <b>8pm</b>, Saturday to Sunday <b>9am</b> to <b>5pm</b> (Melbourne time)</p>
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    <p><b>New Zealand</b> - <a href="tel:0508-328-283">0508 328 283</a> | Monday to Friday <b>9am</b> to <b>10pm</b>, Saturday to Sunday <b>11am</b> to <b>7pm</b> (New Zealand time)</p>
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    titleCan I set up a bank feed on my PayPal account?

    Can I set up a bank feed on my PayPal account?

    Currently you can't set up a bank feed directly from a PayPal account. But there are a few ways PayPal payments can be managed. One way is to link your PayPal account to a bank or credit card account. If you have a bank feed set up for that bank or credit card account, then all transactions, including the PayPal ones, will show in that bank feed.

    For more information about PayPal payment methods, see the PayPal website.

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    About bank feeds

    How bank feeds can work for you

    Manage bank feeds

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