Apply for a bank feed (other financial institutions)

Apply for the bank feed

1. In MYOB Essentials, click your business name then choose Manage bank feeds, or click the Set up bank feeds button on your Dashboard. The Manage bank feeds page appears.

2. Click Set up bank feed.

3. Choose whether you want to set up a bank feed for a bank account or credit card, then select the bank or financial institution the account or card belongs to.

   1. If you’re setting up a bank feed for a bank account, enter the Account Holder 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.

4. Read the Terms of Use and select the option if you agree with them.

5. Click Apply for bank feeds.

6. If you're applying for a bank feed for an Australian Westpac bank account (not credit card), click Done. Your application is complete and your transactions will start appearing in MYOB Essentials within 10 business days. Keep an eye on the status of your application on the Manage bank feeds page. When your bank feed becomes active, link it to an MYOB Essentials account. See Link your bank feed to an MYOB Essentials account. You don't need to do the rest of the steps in this procedure.

For other applications, 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. To complete the authorisation process, follow the procedure in Authorise the bank feed.

Authorise the bank feed

1. Print the form.

2. If you’re setting up a bank feed for a credit card, fill in the remaining digits of the credit card number.

3. Have the form signed and dated by the authorised signatory for the bank account you’re setting up a bank feed for.

4. For accounts other than credit cards, scan and email the form to bankfeedloads@myob.com.
   If the bank feed is for a credit card account, you need to fax it back or mail it by post. The fax number and mailing address are printed on the form.

5. Once the authorisation form is received, MYOB will forward the information to your bank or financial institution.

6. You can check on the status of your application on the Manage bank feeds page. It can take up to 10 business days for your bank feed to become ready. For more details about the statuses shown in this window, see Tracking the status of your bank feed application.

7. When the bank feed is ready, you'll receive a notification on your MYOB Essentials dashboard, asking you to link the new bank feed to an account. See Link your bank feed to an MYOB Essentials account.

Apply for a bank feed online with Commonwealth Bank NetBank (Australia only)

Follow these steps if you’re setting up a bank feed for an account with the Commonwealth Bank. You'll also need to be able to access the NetBank facility for this account. Note that Commonwealth Bank CommBiz doesn't have an online application process and you'll need to follow the setup guide for Apply for a bank feed (other financial institutions).

 Apply for the bank feed

1. In MYOB Essentials, click your business name then choose Manage bank feeds, or click the Set up bank feeds button 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. 

   Note that you'll need to have access to NetBank for this account. If you don't have access, you'll need to submit a paper form by following the steps at Apply for a bank feed (other financial institutions) below .

4. Select Commonwealth Bank of Australia from the list of banks and financial institutions.

5. Read the Terms of Use and select the option if you agree with them.

6. Click Apply for bank feeds.

Authorise the bank feed

1. Click Go to online banking. Your browser opens the NetBank login page in a new tab.
   

2. Log in to your NetBank account using your NetBank Client number and password. 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.

3. Select which of your accounts you’re setting up a bank feed for.
   If an account doesn’t appear in the list, it might require authorisation by more than one person. To set up a bank feed for an account that doesn’t appear in this list, email bankfeeds@myob.com. 

4. Indicate that you agree to the terms and conditions by ticking the checkbox.

5. Click Submit. A confirmation page appears, and your application will start to be processed. You can check on the status of your application on the Manage bank feeds page. For more details about the statuses shown in this window, see Tracking the status of your bank feed application.

6. When the bank feed is ready, you'll receive a notification on your MYOB Essentials dashboard, asking you to link the new bank feed to an account. See Link your bank feed to an MYOB Essentials account.

Apply for a bank feed online with Westpac

Follow these steps if you’re setting up a bank feed for an account with Westpac. You'll also need to be able to access the online banking system for this account.

Apply for the bank feed

1. In MYOB Essentials, click your business name then choose Manage bank feeds, or click the Set up bank feeds button 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 Westpac from the list of banks and financial institutions.

4. In the Application method section, choose Online through my bank. 
   Note that you'll need to have access to the online banking system for this account. If you don't have access you'll need to submit a paper form by following the steps at Apply for a bank feed (other financial institutions) below.

5. Read the Terms of Use and select the option if you agree with them.

6. Click Apply for bank feed.

7. 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.

Authorise the bank feed

1. Sign in to Westpac Live.

2. Go to the Services & preferences menu and select Services.

3. Click Bank feeds in the Account Services section.

4. Select the bank account you are setting up the bank feed for in the From account menu.

5. Select MYOB as your third-party service provider.

6. Paste the MYOB bank feed reference number into the MYOB Bank Authorisation field.

7. Provide your email address in the Contact Email field.

8. Click Connect feed.

9. 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. See Link your bank feed to an MYOB Essentials account.

   Where's my bank feed? Westpac online bank feed applications won't show up in the list of bank feeds in MYOB Essentials until you've completed the online banking authorisation process and your bank has approved the bank feed. This usually takes a few days.

Apply for a bank feed online with ANZ

Follow these steps if you’re setting up a bank feed for an account with ANZ. You'll also need to be able to access the online banking system for this account.

Apply for the bank feed

1. In MYOB Essentials, click your business name then choose Manage bank feeds, or click the Set up bank feeds button 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. In the Application method section, choose Online through my bank. 
   Note that you'll need to have access to the online banking system for this account. If you don't have access you'll need to submit a paper form by following the steps at Apply for a bank feed (other financial institutions) below.

   Australia only

   Personal credit cards are not available for online applications - you'll need to use an application form instead. See Apply for a bank feed (other financial institutions) below).

5. Read the Terms of Use and select the option if you agree with them.

6. Click Apply for bank feed.

7. 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.

Authorise the bank feed

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

2. 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.

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

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

5. In the dropdown list, choose MYOB.

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

7. Read the terms and conditions. If you agree, select the Authority to Disclose Information checkbox.

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

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

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. See Link your bank feed to an MYOB Essentials account.

    Where's my bank feed? ANZ online bank feed applications won't show up in the list of bank feeds in MYOB Essentials until you've completed the online banking authorisation process and your bank has approved the bank feed. This usually takes a few days.

Apply for a bank feed online with ASB

Follow these steps if you’re setting up a bank feed for an ASB FastNet Classic or ASB FastNet Business account. You'll also need to be able to access the online banking facility for this account.

Apply for the bank feed

1. In MYOB Essentials, click your business name then choose Manage bank feeds, or click the Set up bank feeds button on your Dashboard. The Manage bank feeds page appears.

2. Click Set up bank feed.

3. Choose whether you want to set up a bank feed for a bank account or credit card, then select ASB from the list of banks and financial institutions.

4. In the Application method section, choose Online through my bank. 
   Note that you'll need to have access to the online banking system for this account. If you don't have access, you'll need to submit a paper form by following the steps at Apply for a bank feed (other financial institutions) below .

5. Read the Terms of Use and select the option if you agree with them.

6. Click Apply for bank feed.

7. 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.

Authorise the bank feed

1. Click Go to online banking. Your browser opens the ASB FastNet online banking login page in a new tab.

2. Log in toyour ASB FastNet online 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.

   If you're setting up bank feeds for an ASB FastNet Classic account:

   1. In the My Settings menu, select Accounting Set Up. 

   2. In the Accounting Software dropdown list, select MYOB.

   3. In the MYOB Authorisation Code field, enter the MYOB bank feed reference number that you copied from MYOB Essentials .

   4. In the list of accounts, click the checkboxes to select the accounts you want to set up bank feeds for.

   5. If you want to include historical transactions in your bank feed, you can click in the Starting From column and use the calendar icon to choose a starting date. This date can be up to 12 months ago.

   6. Read the terms and conditions. If you agree, select the checkbox and click Continue.

   7. A confirmation message appears and the status of the bank feed changes to Active.

   If you're setting up bank feeds for an ASB FastNet Business account:

   1. Click the Administration tab at the top of the page.

   2. Click the Client tab on the left of the page, then click Accounting Set Up.

   3. In the Accounting Software dropdown list, select MYOB.

   4. In the MYOB Authorisation Code field, enter the MYOB bank feed reference number that you copied from MYOB Essentials .

   5. In the list of accounts, click the checkboxes to select the accounts you want to set up bank feeds for.

   6. If you want to include historical transactions in your bank feed, you can click in the Starting From column and use the calendar icon to choose a starting date. This date can be up to 12 months ago.

   7. Read the terms and conditions. If you agree, select the checkbox and click Continue.

   8. A confirmation message appears and the status of the bank feed changes to Active.
      
      

3. 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. See Link your bank feed to an MYOB Essentials account.

   Where's my bank feed? ASB online bank feed applications won't show up in the list of bank feeds in MYOB Essentials until you've completed the online banking authorisation process and your bank has approved the bank feed. This usually takes a few days.

Apply for a bank feed online with AMEX (Australia only)

Follow these steps if you’re setting up a bank feed for AMEX. You'll also need to access the AMEX Portal for this account. Only AMEX cards issued directly from AMEX can be used, co-branded cards are not eligible for bank feeds.

Apply for the bank feed

1. In MYOB Essentials, click your business name then choose Manage bank feeds, or click the Set up bank feeds button on your Dashboard. The Manage bank feeds page appears.

2. Click Set up bank feed.

3. Choose Credit Card then select AMEX from the list of banks and financial institutions.

4. Read the Terms of Use and select the option if you agree with them.

5. Click Apply for bank feeds.

Authorise the bank feed

1. Click Go to online banking. Your browser opens the AMEX online banking login page in a new tab.
   

2. Log in to your AMEX online 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.

3. Read the terms and conditions. If you agree, select the Authority to Disclose Information checkbox.

4. Choose the credit card you want to activate bank feeds for.

5. Confirm your selection then click Send request. A confirmation message displays.

6. When the bank feed is ready:

   • The bank feed will appear in the list on your Manage Bank Feeds page.

   • You'll receive a notification on your MYOB Essentials dashboard asking you to link the new bank feed to an account. See Link your bank feed to an MYOB Essentials account.