In the Banking hub (accessible from the Banking menu in MYOB Business or AccountRight browser), you can see a list of the bank or credit card accounts you've connected to MYOB, along with their balances, account details, and the status of each bank feed. You can also see any bank or credit card accounts you haven’t yet connected.
When you apply to connect an account for a bank feed, the status field will show what stage your application is at, whether there has been a problem with your application, and whether you need to do anything.
Note that the application process can take up to 10 business days to complete. If it’s taken longer than this for your bank feed to become active, or you have any questions about your application, contact us.
Pending application
If MYOB hasn’t yet received the application form (also called authorisation form), you’ll see this status:
If you:
Need to complete, reprint and sign form, or if you can't find your completed form, see the FAQ’s below for instructions on reprinting it.
Have completed, signed and scanned the form and just need to upload it, go to: https://apply.bankfeeds.myob.com/Forms/Portal
Enter your email, find and upload your form and click Submit Application.
Processing application
You’ll see this status if MYOB has received the application form and sent it to the bank for processing:
No action is required. However, if it’s been over 10 business days, email us at bankfeeds@myob.com and we’ll query the bank regarding the account and why they have not yet activated it.
Action required
If your bank feed has the status Action required, check in the message what action you need to take:
If you’re prompted to re-submit your application and need to provide account details, like the billing account number (sometimes called the ‘account number'), check your credit card statement. The billing account number is a 16-digit number.
Rejected
If you’re application has been rejected, check the message why and see what you need to do:
If you need to:
reprint and sign the application form and sign it in ink, see the FAQ’s below for instructions on reprinting it.
re-apply for a bank feed, click Connect bank and credit card account in the Banking hub and follow the onscreen instructions.
Cancelled bankfeed
If you want the bank feed reinstated, click Connect bank and credit card account in the Banking hub to reapply. If you encounter any issues, please email us at bankfeeds@myob.com with your serial number and a description of the issue.
How will I know when my bank feed is ready?
When your bank feed is ready to use, or active, you'll be notified by email. In the Banking hub, an active bank feed is signified by the bank's logo being in colour and it may have a message indicating the last time the bank updated it:
Sometimes a bank feed will be active, but you haven't received any transactions from it yet. In that case, you'll see this message:
The bank feed will be start sending transactions based on the frequency your bank sends bank feeds.
Need help?
If you've struck a snag setting up a bank feed or have a query email us at bankfeeds@myob.com.
FAQs
How do I reprint an authorisation form?
If a bank feed has a Pending application status you may reprint the authorisation form. You may need to do this if you’ve misplaced the form, or if it hasn’t been received by MYOB or your bank or financial institution.
You're not yet able to reprint an authorisation form from the Banking hub, but you can do it from my.myob.
Sign in to my.MYOB (Australia | New Zealand).
Go to the My Products menu and choose My products. If you don't see the My Products menu, contact us and we'll help you out.
Click to expand your MYOB product and click Bank Feeds.
Select an account and click Print authority form. The form and cover sheet appear.
Print the form.
Instructions on submitting the form are provided on the form. If you're instructed to upload it, go to: https://apply.bankfeeds.myob.com/Forms/Portal
Enter your email, find and upload your form and click Submit Application.