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Before 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 the bank statement as a .QIF or .OFX file. If you have a choice of date formats, choose dd/mm/yy. 

Import a bank or credit card statement

Once you’ve downloaded the electronic statements from your online banking website, you can import them into MYOB Essentials on the Bank transactions page.

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 the Import History button button. See Viewing your bank statement import history.

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Import a bank

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or credit card

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statement

Once you’ve downloaded the electronic statements from your online banking website, you can import them into MYOB Essentials on the Bank transactions page.

1. Go to the Banking menu and choose Bank transactions. The Bank transactions page appears.
2. Click the Import statements button at the top right of the page. The Import bank or credit card statement section appears.
3. In the Bank/Credit Card Account field, choose which account you want the imported transactions to go into. 
4. Click Choose File. The Windows Open window appears.Locate  
5. Find the statement file you want to import and click Open. The Bank transactions window reappears, with showing the file name showing next to the Choose File buttonof the statement you chose.

6. If you’re importing a .QIF format statement, select a Date format if using QIF from the list.

   Info
   icon false title .QIF date format
   The date format (dd/MM/yy or MM/dd/yy) must match the format used in the imported statement; if . If it doesn’t, a message will appear after you click Import Now, and the statement will fail to import. If necessary, change the date format, or edit the date(s) in the statement using the statement won't be imported. If this happens, check what format your bank uses when creating the statement file, or open it in a plain text editor and re-import the statementlook at the dates, then try importing again.

7. Click Import Now to import the statement data into the account.
   A message appears at the top of the screen, telling you how many statement lines were imported successfully.
8. Click OK to confirm.
9. If you want to:
   
   • import more statements to this or other accounts, repeat from step 1.
   • continue processing this statement, go to work with the transactions you just imported, see Working with bank transactions.