Setting up bank feeds

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Komal_S
MYOB Moderator
4,899 Posts
MYOB Moderator
MYOB Moderator

4,899Posts

470Kudos

752Solutions

Setting up bank feeds

Hi everyone,

 

Bank feeds allow information from your financial institution to be sent straight to your accounting software so you can save time on your data entry and aid in the reconciliation process.

 

Feeds are available for a wide range of financial institutions and account types, check out Australia | New Zealand for a full range of financial institutions. 

 

 

In order to set up bank feeds in AccountRight, you need:

  • to be the online owner (usually the person who set up your AccountRight subscription)
  • your MYOB account login details
  • the details of the bank or credit card account you're setting up for bank feeds
  • have an active AccountRight subscription (per company file)

Note: Your AccountRight online file does not need to be online to set up or use bank feeds, but you’ll need an internet connection.

 

Bank feeds can be applied for using Banking>>Bank Feeds>>Manage Bank Accounts>> Get Started with Bank Feeds (or Add or remove a bank account). You will be prompted to enter your my.MYOB account details to apply for those feeds. Once you are logged in, you do need to follow the on-screen prompts.

 

Check out Help Article: Set up bank feeds for AccountRight for full detailed instructions on setting feeds up for your financial institute.

 

 

Bank feeds can be applied for using Banking>>Manage Bank Feeds>>Add bank feed.

 

Help Article: Set up bank feeds for Essentials for full detailed instructions on setting those up.

 

Note: While any user can apply for those feeds in MYOB Essentials, the signatory on the nominated bank account should be the user does apply.

 

We hope you find this useful. As always, if you do need help please start a new post. Our team of MYOB Support Moderators and the MYOB Community is always happy to help.

Kind regards,
Komal

MYOB Community Support

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