MYOB - Bankfeeds (Import)

The Bankfeeds (Import) tab retrieves credit bank statement transactions from MYOB and imports them into HirePOS Bank Feeds.

After import, use the HirePOS Bank Feeds screen to match transactions, create payments or expenses, and complete your normal reconciliation workflow.

This process does not directly import completed MYOB customer-payment records into HirePOS.

Before you begin

The bank transactions must already be available in MYOB under Banking > Bank Transactions.

If MYOB has no credit statement lines for the selected account and date range, nothing will be imported.

Set up the HirePOS Bank Account

Go to Setup > Bank Accounts.
Open the HirePOS account corresponding to the MYOB bank account.
Enter the MYOB account number in Account Code. The value must match the MYOB account Display ID exactly.
Enter myob in BSB Number.
Enter myob in Account Number.
Click Save Changes.

Entering myob in both fields makes the account available in the MYOB Bankfeeds importer instead of treating it as an automatic HirePOS bank-feed account.

Import MYOB bank transactions

Go to Payments > Bank Feeds in HirePOS.
Click MYOB to open the exporter.
Select the Bankfeeds (Import) tab.
Select the HirePOS Bank Account.
Set Date From and Date To.
Click MYOB Transfer.
Wait for the successful-import confirmation.
Return to the HirePOS Bank Feeds browser tab.
Click Match Transactions.

The importer retrieves MYOB statement lines where the transaction is a credit. It can retrieve up to 1,000 lines for the selected account and date range in one transfer.

Preventing duplicate imports

Before inserting a statement line, HirePOS checks for an existing line with the same transaction date, amount, and memo.

If two MYOB bank accounts contain transactions with the same date, amount, and memo, a transaction from the second account may be treated as already imported. If an expected transaction is missing, compare those details across your imported accounts and contact HirePOS Support if required.

Bankfeeds tab is missing

The Bankfeeds (Import) tab is hidden when Use MYOB Invoice Number Sequence is enabled.

Open the Options tab and review that setting. For more information, see MYOB - Exporter Filters, Options and Buttons.