MYOB Essentials Accounting
Child pages
  • Setting up a bank feed for AMEX

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7 Next »

https://help.myob.com/wiki/x/pQgdAg


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

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.

OK, let's get started.

 

1. Apply for the bank feed

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 Credit Card then select AMEX Credit Cards 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 feed.

  6. Continue to the next task below.
2. Authorise the bank feed

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.

    • Continue to the next task below.

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.

3. Link your bank feed to an MYOB Essentials account

Link your bank feed to an MYOB Essentials account

  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.

  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 the 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.

 
Related topics

Tracking the status of your bank feed application  

Managing your bank feeds

 

 

 

 

 

 

Was this information helpful?

Yes
No

Why not?



That's no good. Try searching the help. Or maybe the community forum can help answer your question.

Sorry to hear that. Maybe our community forum can help. Got a feature idea? Add it to the ideas exchange.

How would you improve this page?

Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.

Thanks for your feedback.

Thanks! Anything you'd like to add?

We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.

 

 

help
Small Business
MYOB Essentials
Australia
New Zealand

Get started

 

 

Sales

Purchases

Banking

Payroll

Work with others

End-of-period

Reporting

Customise

Subscription

Advisors

Tips & tricks

Copyright © 2023 MYOB Technology Pty Ltd. All rights reserved