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Connecting an AMEX card to MYOB

When you connect an AMEX card to MYOB, information from that account is sent by AMEX straight into your MYOB business. These bank feeds save time on your data entry. Tell me more about bank feeds.

To set up a bank feed for an AMEX card, you need to:

  • be the online owner (this is usually the person who set up your MYOB subscription) or an Online Admin user

  • have an eligible AMEX card (only AMEX cards issued directly from AMEX can be set up for bank feeds. Co-branded cards are not eligible). Supported accounts include:

    • American Express Platinum Business Card

    • American Express Business Card

    • American Express Explorer Card

    • American Express Qantas Business Card

  • have your MYOB account details handy.

There are two parts to connecting your AMEX card:

1. Apply

Start the application process in MYOB, then finish online via the AMEX portal.

2. Link

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

Need to connect more bank accounts?

The number of bank accounts you can connect depends on your plan. Sign into My Account > Manage my product to see your current limit or upgrade your plan.

1. Connect your AMEX card

Here's how to get started:

To connect your AMEX card

  1. In MYOB, go to the Banking menu and choose Banking hub.

  2. Click Connect bank or credit card.

  3. For the Account type, choose Credit card account.

  4. Choose Amex Credit Cards from the list of financial institutions.

    AMEX chosen as financial institution

  5. Read the displayed information and, if you agree, select the option I confirm that.

  6. Click Next.

  7. Take note of the displayed code or click Copy to copy it to your computer's clipboard. You'll need this code in the AMEX portal to complete the application.

  8. Click Go to online banking.

  9. Log in to the AMEX portal.

  10. Accept the terms and conditions.

  11. Select the credit card you want to set up the bank feed for.

  12. Confirm your selection and click Send request.

Applications are usually processed by AMEX within 24 hours , but it can take a few days—we'll let you know when it's ready. Also see Tracking the status of your bank feed application.

If you haven't heard from us after 5 business days, contact product support (click chat or scroll down for other options on the Contact Us page).

Once it's ready, you'll need to link the bank feed to the corresponding category in MYOB—see the next task for details.

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

To link a category to the bank feed

  1. In MYOB, go to the Banking menu and choose Banking hub. The Banking hub opens, listing all the bank feeds you have set up and their status. A bank feed that's ready to use will have a message prompting you to assign a category:

    Add a category to begin adding transactions

  2. Click Add a category.

  3. In the Add a category for an account page, choose a category from the Linked category list. This will be the category that the bank feed transactions will be fed into. You can only choose categories set up as a bank account or credit card. Learn more about categories.

  4. Click Add to finish.

What happens next?

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

You can then match those bank transactions to existing transaction records in MYOB or match them to categories. You can even set up rules to make matching 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.

To set up a bank feed for an AMEX card, you need to:

  • be the online owner (this is usually the person who set up your AccountRight subscription) or an online administrator

  • have an eligible AMEX card (only AMEX cards issued directly from AMEX can be set up for bank feeds. Co-branded cards are not eligible). Supported accounts include:

    • American Express Platinum Business Card

    • American Express Business Card

    • American Express Explorer Card

    • American Express Qantas Business Card

  • have your MYOB account details handy.

Your AccountRight company file doesn't need to be online to set up bank feeds, but you'll need an internet connection.

There are two parts to setting up a bank feed:

1. Apply

Start the application process in AccountRight, then finish online via the AMEX portal.

2. Link

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

1. Apply for a bank feed

Here's how to get started:

To apply for an AMEX bank feed

  1. Start AccountRight.

  2. Go to the Banking command centre and click Bank Feeds.

    • If it's your first bank feed

      1. The Manage Bank Accounts window appears. Click Get Started with Bank Feeds.

        Manage bank accounts window with Connect your bank account button

      2. A web browser opens and you'll be prompted to sign in with your MYOB account details. You'll then see the Banking hub in the web browser version of AccountRight.

        If you don't see the Banking hub, it means your AccountRight company file is not online. To set up a BNZ bank feed, you'll need to put your company file online.

    • If it's an additional bank feed

      1. The Bank Feeds window appears. Click Manage Bank Accounts.

        Bank feeds window with manage bank accounts button highlighted

      2. Click Add or remove a bank account.

      3. A web browser opens and you'll be prompted to sign in with your MYOB account details. If you have multiple MYOB products or company files, select the applicable product and company file. You'll then see the Banking hub page in the web browser version of AccountRight.

        If you don't see the Banking hub, it means your AccountRight company file is not online. To set up a BNZ bank feed, you'll need to put your company file online.

  3. Click Connect bank or credit card.

  4. For the Account type, choose Credit card account.

  5. For the Bank, choose AMEX Credit Cards.

  6. Select the I confirm... checkbox then click Next.

  7. Take note of the displayed Reference number (you'll need this in the AMEX portal), then click Go to online banking.

  8. Log in to the AMEX portal.

  9. Accept the terms and conditions.

  10. Select the credit card you want to set up the bank feed for.

  11. Confirm your selection and click Send request.

Applications are usually processed by AMEX within 24 hours , but it can take a few days—we'll let you know when it's ready. To check the application status, see Manage bank feeds.

If you haven't heard from us after 5 business days, contact product support (click chat or scroll down for other options on the Contact Us page).

Once it's ready, you'll need to link the bank feed to the corresponding account in AccountRight. See task 2 below for instructions.

We’ll notify you by email when your bank feed is ready to use. You can then link the bank feed to the corresponding account in AccountRight.

To link an account to the bank feed

  1. In your company file, go to the Banking command centre and click Bank Feeds. The Bank Feeds window appears.

  2. Click Manage Bank Accounts. The Manage Bank Accounts window appears.
    This window shows the status of your bank feeds applications so you can follow their progress.

  3. Click Check/update status.

    Check status



    The bank feeds Log in window appears.

  4. Sign in with your MYOB account email address and password (email address must be lowercase).

  5. The Manage Bank Accounts window reappears. This window shows all the bank feeds you have set up and their status.

  6. In the Associated Account column, select an account from the list. This will be the account that the bank feed will be compared to. You can only select accounts set up as a bank account or credit card. Learn more about account types.

    associate bank account

  7. Click Use Account. The account is now linked to the bank feed.

  8. Click OK to finish.

What happens next?

When your bank feed is ready and it's linked to an AccountRight account, you’ll be able to download and approve transactions into your company file. Check the delivery frequency for your AMEX account.

Note that 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. If you want to import and reconcile transactions dated before your feed approval date, you can import a bank statement.

FAQs

How do I set up a bank feed if my company file is offline?

Setting up and managing your bank feeds is quicker and easier if your company file is online. Plus you won't need to remember to click Get Bank Transactions in AccountRight to bring in the latest feeds from your bank – this happens automatically when your file is online.

But if your AccountRight company file is not online, you can only add new bank feeds via my.myob. As well as adding bank feeds, this is where you can:

  • check your bank feed application status

  • cancel a bank feed

You'll be prompted to sign into my.myob when you click Add or remove a bank account in the Manage Bank Accounts window in AccountRight.

Add or remove bank accounts

In my.myob, go to the My Products page to add or manage your bank feeds.