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Setting up a bank feed for a NAB account

Bank feeds allow information from your financial institution to be sent straight to MYOB so you can save time on your data entry. Tell me more about bank feeds.

To set up a bank feed for a NAB account:

There are two parts to setting up a bank feed:

Once your bank feed application is approved, choose the AccountRight account the bank feed applies to.

1. Apply

Start the application process in MYOB, then complete an application form.

2. Link

Once your bank feed is active, choose the MYOB account the bank feed applies to.

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).

1. Apply for a bank feed

Here's how to get started:

Once you've been notified (by email) that your bank feed has been approved and the first bank feed has arrived, you'll need to link the bank feed to the corresponding account in MYOB. This will be the account in MYOB that your bank transactions will be fed into.

What happens next?

Your bank transactions will automatically be fed into MYOB at the frequency specified by the NAB for your account type.

You can then allocate those transactions to the applicable accounts or match them to existing transactions. You can even set up rules to make it happen automatically. Find out all about Working with bank transactions.

The first bank feed you receive will have transactions dated from when your bank feed was approved. Any transactions that occurred while you were waiting for the bank feed to be set up won’t be included, but you can import these transactions from your bank statements.