Forum Discussion

Russell223's avatar
Russell223
User
2 years ago
Solved

Ubank bank feeds or downloading statements

Hi,   One of the bank accounts we use is with Ubank (owned by NAB).  Could you tell me when MYOB will do bank feeds for Ubank?  Ubank do allow you to download statements however it is only in CSV o...
  • Steven_M's avatar
    Steven_M
    2 years ago

    Hi Russell223 

     

    If transactions are not able to be downloaded from the bank you could look at using a converter to convert the data into the appropriate format. I would recommend consulting an IT person to see about the validity of those converters.

     

    From the MYOB perspective, if the transactions are not able to come in via bank feeds or through the import of a statement the next option would be manual entry.

Russell223's avatar
Russell223
User

Hi Steven,

 

Thanks for your message.  I have contacted Ubank and they only do downloads in PDF and CSV format.  They do have a section for data sharing on their website.  Is this able to be used or does it mean I will need to manually enter every tranaction off the bank statement? Thanks.

Steven_M's avatar
Steven_M
Former Staff
2 years ago

Hi Russell223 

 

If transactions are not able to be downloaded from the bank you could look at using a converter to convert the data into the appropriate format. I would recommend consulting an IT person to see about the validity of those converters.

 

From the MYOB perspective, if the transactions are not able to come in via bank feeds or through the import of a statement the next option would be manual entry.