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I am in the process of setting up my bank feeds, which I seem to have completed. But, I want to import the last quarters bank transactions so that I can do my reconciliation in MYOB for my BAS.
MYOB told me to phone the bank and ask them to email me a .QIF file. Bankwest seem to know nothing about this, they told me to copy and paste each line from my on line banking screen into an excel sheet and save as a .csv. Not only does this seem a bit backwards, but I didn't think you could even import a .csv into MYOB?
Has anyone encountered Bankwest before? Or can you give me an easier way of doing this?
Solved! Go to Solution.
What you need to do is log on to your internet banking and view your account transactions. You'll then see an option to export that. You'll want to export it as a QIF file and save it to your PC.
BankWest has a Help page for that here
You can then import it into Essentials, from Bank Transactions you'll see the Import Statements button.
I hope that helps
Thanks so much for that - it worked perfectly! Annoying that my bank couldn't tell me that :-)
That's fantastic. Thank you very much for the update, @hroebuck. Glad to know that Alan's response helped resolve your issue.
Please do let us know if you need a hand in the future. We're always happy to help.
I'd also like to take this opportunity to extend a warm welcome to the MYOB Community Forum. I hope you continue to find this to be a useful resource.