Import Bank Accounts from MYOB

This feature imports eligible Bank account types from MYOB into Vega.

Only MYOB accounts that meet the following criteria can be imported:

• The account type is Bank.
• A Bank Account Number has been entered.
• A valid Bank Code has been entered.

Before you begin: You must first connect your Vega account to MYOB. If you haven't done this yet, complete the MYOB integration setup before continuing. - Connect to MYOB

Add Bank Codes in MYOB

Before importing your bank accounts, ensure each Bank account in MYOB has both a Bank Account Number and a Bank Code.

The Bank Code is the three-letter code that identifies your financial institution, for example:

• ANZ
• NAB
• CBA
• WBC

If you're unsure of your Bank Code, contact your financial institution.

Import Bank Accounts

Once your bank accounts have been completed in MYOB:

1. Go to Admin > Financial Settings.
2. Click the Add/Edit Accounts icon.

1. From the Import from API dropdown, select MYOB.
2. Click Import.

Your eligible bank accounts will be imported into Vega and will be available to select as your default bank account.

Example

Default Bank Account selection in Vega

Bank Accounts in MYOB

Bank Accounts imported into Vega

Importing New Bank Accounts

You can import bank accounts from MYOB as often as required.

During each import, Vega will:

• Match any bank accounts that have already been imported.
• Import any new eligible bank accounts that do not already exist in Vega.
• Leave existing imported accounts unchanged.

This makes it easy to keep your bank accounts in Vega synchronised with MYOB as new accounts are created.

“Some content in this article may have been developed with the assistance of AI tools and reviewed by staff.