Setting up bank feeds

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

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?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

Bank feeds allow information from your financial institution to be sent straight to MYOB so you can save time on your data entry. Banks feeds are included with an MYOB subscription and we support many financial institutions in Australia and New Zealand. And we're always adding more.

Start the bank feed setup process from MYOB. Go to the Banking menu and choose Manage bank feeds, then click Create bank feed.

Who can set up bank feeds?

The business owner (typically the person who set up the MYOB subscription) or an Online Admin user can can set up bank feeds. If you're unable to set up bank feeds, contact us and we'll be happy to help.

Watch this video for an overview on how to set up bank feeds:

Ready to get started?

For detailed setup instructions, click your bank below or choose Other if your bank isn't listed.

Need to link more bank accounts? The number of bank accounts you can link depends on your plan. Go to My Account to see your current limit or upgrade your plan (click your business name > My Account > Manage my product).

Which other banks are supported?

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

If your bank isn't listed this means your bank doesn't currently support bank feeds.

What happens after my bank feed is approved?

Your bank will send your bank transactions into MYOB. How often this happens depends on your bank - check this list to see your bank's delivery frequency:

Each transaction can then be matched to an MYOB transaction (if one exists), or allocated to an MYOB account (if a matching MYOB transaction doesn't exist). You can also set up rules to automate this process. For all the details see Working with bank transactions.

FAQs

How do I check my bank feed application status?

You can see a list of all your current bank feeds, along with the account details, and the status of each bank feed on the Manage bank feeds page (accessible from the Banking menu).

For more details about each status, see Tracking the status of your bank feed application.

I'm having trouble with my bank feed - what do I do?

Contact us and we'll help you get back on track.

Related topics

Bank feeds

Managing your bank feeds