How to Import a Bank Statement into MYOB

Short answer

MYOB’s help asks for the statement as a .QIF or .OFX file, under 10MB, with dd/mm/yy dates if your bank offers a choice. AccountRight on the desktop also reads QFX and OFC. CSV and PDF aren’t on either list, so a CSV export or a PDF statement has to become a QIF or OFX file first.

In MYOB Business, import the file from the Banking hub. In AccountRight on the desktop, use Get Statement in Reconcile Accounts. Import and reconcile one month at a time if you’re catching up on a backlog, as MYOB suggests.

Getting a QIF or OFX file from the bank

In Australia, these banks name OFX or QIF in their linked help: Westpac, NAB, Macquarie (Macquarie Business Online) and Bendigo Bank. Account and service restrictions apply; see the bank export formats table before downloading.

In New Zealand, these banks name OFX or QIF in their linked help: ASB, BNZ (Internet Banking for Business), Kiwibank (refreshed internet banking, business help), ANZ New Zealand and Westpac New Zealand (Westpac One Business). Account and service restrictions apply; see the bank export formats table before downloading.

CommBank’s new NetBank exports CSV, and ANZ Australia’s linked help names CSV without listing its other software package options. Those sources do not establish an OFX or QIF export.

If the bank only gives CSV, or the months you need are older than its export reaches, the PDF statements are what’s left. See converting PDF statements below.

Import a statement in MYOB Business

MYOB’s steps for MYOB Business in the browser:

1. Go to the Banking menu and choose Banking hub.
2. For the account, click the three dots (…) and choose Import statement.
3. On the Bank statement import history page, click Import statement and choose the bank account the transactions should go into.
4. Click Import statement file, then Browse, and select the QIF or OFX file.
5. Click Import. A message says how many statement lines were imported, and the transactions appear on the Bank transactions page.

Import a statement in AccountRight on the desktop

AccountRight on the desktop imports the statement while you reconcile. It accepts OFX, QFX, QIF and OFC:

1. Go to the Banking command centre and click Reconcile Accounts.
2. Enter the account, the Closing Statement Balance and the Bank Statement Date from the statement, then press Tab.
3. Click Get Statement, select the file and click Open, then OK.
4. MYOB matches statement lines to transactions in the company file by cheque number, date and amount. For anything left in Unmatched Statement Transactions, choose Match or Add Transaction.
5. Click Done when every statement transaction is matched or added.

When you only have PDF statements

BalancedPDF converts PDF bank statements to OFX, which is on MYOB’s list. Before you export, each statement is checked against its printed opening and closing balances, and every row links to its line on the PDF. For an OFX file, enter the BSB and account number printed on the statement and the currency (AUD or NZD); the statement needs a closing balance.

The file is OFX version 2.1.1. MYOB’s help lists OFX without saying which versions it reads, and we haven’t tested an import into MYOB ourselves. Convert one statement with the free pages, import it, and check that the number of lines MYOB reports matches the statement before you convert the rest. BalancedPDF doesn’t export QIF.

When the import goes wrong

Questions

Sources

Checked against MYOB’s help on 9 November 2026. Follow its current help if menus or availability change.

• MYOB: Import bank and credit card statements (Australia; Browser and Desktop views)
• MYOB: Import bank and credit card statements (New Zealand)