Setting up a bank feed for a BNZ account

To apply for a bank feed

1. In MYOB, go to the Banking menu and choose Manage bank feeds.
2. Click Create bank feed.
3. Select the type of account you're setting up the bank feed for (Bank account or Credit card account).

4. Choose BNZ from the list of financial institutions.
   

5. Select the Application method.

   Online (Recommended)

   1. Read the displayed information and, if you agree, select the option I confirm that and click Next.
   2. If prompted, enter your MYOB account details (email address and password).
   3. Read the displayed Bank Feeds Terms and Conditions and, if you agree, click Accept.
   4. Click Next.
   5. Login to BNZ to authorise. By doing so, you'll be able to choose which of your accounts you want to set up bank feeds for.
   6. Select the accounts you want to set up bank feeds for. Depending on your MYOB subscription, you may be limited to how many bank feeds you can set up.
   7. Click Create bank feeds.
   8. Click Manage bank feeds to return to the Manage bank feeds page. You'll see the BNZ bank feeds you've applied for and the Status.
   Application form

   It can take 1 - 2 weeks for your application form to be processed by BNZ.

   1. Enter the bank account or credit card details.
   2. Read the displayed information and, if you agree, select the option I confirm that.
   3. Click Next.
   4. On the Sign the authority form page:
      1. Click Print authority form, then complete, sign and scan the form to your computer.
      2. Click Upload authority form to open the secure upload portal.
   5. Enter your Email address.
   6. Upload your scanned application form (either drag and drop the form onto the page or click Browse for files to choose the file from your computer).
   7. Click Submit Application.

How long will it take to approve my bank feed?

Online BNZ bank feed applications are usually complete within 5 minutes. Uploaded application forms can take 1 - 2 weeks to be processed by BNZ. If you haven't heard from us after this time, give our bank feed team a call on 0800 60 69 62 (New Zealand).

We'll send you an email when your bank feed has been approved, or you can track the status of your bank feed application.

Once it's ready, you need to link the bank feed to the corresponding account in MYOB—see the next task for details.

To link an account to the bank feed

1. In MYOB, go to the Banking menu and choose Manage bank feeds. The Manage bank feeds page opens, listing all the bank feeds you have set up and their status.

2. In the Linked account column for the new bank feed, choose an account from the list. This will be the account that the bank feed transactions will be imported to. You can only select accounts set up as a bank account or credit card.

3. Click Save to finish.