TL;DR - Quick Summary
- Who it is for: Australian and New Zealand businesses using MYOB AccountRight, MYOB Essentials, or MYOB Business.
- CSV format: MYOB expects DD/MM/YYYY dates, a Description or Particulars column, and either Debit/Credit columns or a single Amount.
- Import path: In MYOB, go to Banking, then Bank Register, then Import Statements, and MYOB will suggest matches against invoices and bills.
- Watch out for: Delete the opening balance line before importing, or MYOB will post it as a transaction and overstate the account.
- Start: Convert your statement at /pdf-to-csv.
MYOB Bank Import (Australia & NZ)
MYOB is the leading accounting software in Australia and New Zealand. Import bank statements via CSV when bank feeds aren't available or for historical data.
🇦🇺 Australian Banks
Commonwealth, NAB, Westpac, ANZ, and all Australian banks supported
🇳🇿 New Zealand Banks
ANZ NZ, ASB, BNZ, Westpac NZ, and all NZ banks supported
MYOB Product Compatibility
MYOB AccountRight
Desktop and cloud versions support CSV bank import via Banking → Import Statements
MYOB Essentials
Cloud-based solution with streamlined CSV import process
MYOB Business
Includes bank reconciliation with CSV import capabilities
MYOB CSV Format
MYOB expects:
- Date: DD/MM/YYYY (Australian format)
- Description/Particulars: Transaction details
- Debit/Credit or Amount: Transaction amounts
- Balance (optional): Running balance
💡 Note: MYOB uses DD/MM/YYYY format (Australian standard). Our converter handles this automatically.
Import to MYOB
Step 1: Convert Statement
Convert for MYOBStep 2: MYOB Import
In MYOB: Banking → Bank Register → Import Statements
Step 3: Match Transactions
MYOB will suggest matches against invoices and bills for quick reconciliation.
What should I do with the opening balance line on the PDF?
Delete it from the CSV before importing. The "Opening balance" or "Balance brought forward" row on a statement is not a transaction, and if MYOB imports it as one your bank account will be overstated by that amount. Set the opening balance in the bank account's details in MYOB instead, dated the day before your first imported transaction, then check that the closing balance after import matches the last balance printed on the statement.
How do I avoid double entries when a bank feed is also connected?
Find the date of the first transaction the bank feed delivered and trim the CSV so it ends the day before. MYOB may flag some lines as possible duplicates, but it will not catch everything, especially when the feed and the PDF describe the same payment with slightly different text. A quick filter on the date column in Excel before you import is the cheapest way to prevent a long cleanup later.
Can one CSV hold transactions from my cheque account and my credit card?
No. Each import is posted to one bank or card account in MYOB, so convert and import each account's statement separately. If a single PDF covers several accounts, as some business banking statements from the big four Australian banks do, split the converted output by account number before you upload. Card statements also flip the sign logic, so confirm that purchases land as money out on the liability account.
Frequently Asked Questions
Convert for MYOB
Australian & New Zealand bank statements converted for MYOB accounting.
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