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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:

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 Manage bank accounts.

  2. Click Create bank feed.

  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 Manage bank accounts. The Manage bank accounts page opens, listing all the bank feeds you have set up and their status.

  2. In the Linked category column for the new bank feed, choose a category from the 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.

  3. Click Save 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 categorise those transactions 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.