Statements into MYOB

MYOB takes QIF and OFX. It does not take a PDF, and the browser version does not take a CSV either.

Last updated September 12, 2026

What MYOB accepts

MYOB's own documentation is specific about this, and it is narrower than most people expect. For MYOB Business in the browser, the instruction is to save the bank statement as a .QIF or .OFX file. For AccountRight on the desktop, the supported list is OFX, QFX, QIF and OFC. A PDF is not on either list. Neither is a CSV, on the browser version.

That matters because a PDF is what the bank gives you for anything older than the download window, and for most business accounts that is where the month you actually need lives. So the job is not "import the statement", it is "turn the statement into one of four file formats first".

We write OFX, QFX and QIF, and every row in them has been recomputed against the running balance your bank printed beside it.

The steps

  1. Convert the PDF. Upload the statement, wait for the balance check, and download OFX if you are on MYOB Business, or OFX or QIF for AccountRight. Convert a statement.
  2. Check the flagged rows first. Any row whose arithmetic did not agree with the printed balance is marked in the file itself, in a Check column, and in the workbook's summary sheet. Fix those against the PDF before you import, because fixing them inside MYOB afterwards is slower.
  3. Import it. In MYOB Business, Banking, then Bank transactions, then the import option; in AccountRight, File, Import Data, Bank Statements.
  4. Match and allocate as you normally would. The descriptions come through as the bank printed them, so MYOB's own matching rules have the text they expect.

Three limits worth knowing before you start

  • MYOB will not accept transactions dated before your opening balance month, or before a lock date if you have set one. On a catch-up job this is the thing that bites: the file imports, and the oldest months quietly do not arrive. Check the opening balance month first, and convert from that month forward.
  • Bank statement files must be under 10 MB. Our OFX and QIF files are plain text, so a long statement is still measured in kilobytes. This limit will not reach you.
  • Dates. Where you are offered a choice of date format, MYOB's guidance is dd/mm/yy. Our QIF writer already puts the day first for every currency except the US dollar, because that is what the target market prints. How each format is written.

The format lists and the size and date rules above are MYOB's own, from their support article on importing bank and credit card statements. MYOB changes its documentation from time to time, so check it against your version if something does not behave as described.

Why the balance check matters more on an import than on a spreadsheet

A spreadsheet is read by a person, who notices when a number looks wrong. An import is read by software, which does not. Once a misread amount is inside MYOB it is a transaction like any other, and it surfaces weeks later as a reconciliation that will not close.

So every file we write carries the result of the check, row by row. A row that did not agree with the balance printed next to it says so, and says how far off it was, which is usually enough to spot the digit. How the check works.

MYOB, Xero, QuickBooks

If you also work in Xero or QuickBooks, the same conversion covers them. Xero takes OFX and QFX, and also a plain three-column CSV, which we write as a separate download with nothing to map away. QuickBooks takes QBO. The full list.

Convert a statement