How to Import Bank of America Bank Statement into MYOB

To import your Bank of America statement into MYOB: download your PDF from bankofamerica.com → Accounts → Statements → Download, convert it to CSV using Bank Statement Converter (free, under 20 seconds), then upload via MYOB → Banking → Import Statement. No manual re-keying — all transactions transfer automatically.

Step 1: Download Your Bank of America Statement

  1. 1. Log in at bankofamerica.com and select your account
  2. 2. Click 'Statements & Documents' in the account menu
  3. 3. Select the month you need under 'eStatements'
  4. 4. Click 'View Statement' to open the PDF
  5. 5. Use the browser's download option to save the PDF to your computer

Step 2: Convert PDF with Bank Statement Converter

Upload your PDF to Bank Statement Converter — select CSV output — download in under 20 seconds.

Step 3: Import into MYOB

  1. 1. Open MYOB Business (or AccountRight) and navigate to Banking
  2. 2. Select the bank account you want to import transactions into
  3. 3. Click 'Import Statement' from the bank account options
  4. 4. Choose CSV as the import format
  5. 5. Click 'Browse' and select your CSV file from Bank Statement Converter
  6. 6. MYOB will show a column-mapping screen — confirm Date, Description, Debit, Credit columns
  7. 7. Review the transaction list and click 'Import' to load
  8. 8. MYOB will auto-match transactions against existing purchases and sales — confirm or override matches

Frequently Asked Questions

How do I download my Bank of America bank statement?
Log in at bankofamerica.com and select your account → Click 'Statements & Documents' in the account menu → Select the month you need under 'eStatements' → Click 'View Statement' to open the PDF → Use the browser's download option to save the PDF to your computer
What file format does MYOB accept for bank statement import?
MYOB accepts CSV and OFX. CSV is most universally compatible. Convert your PDF to CSV using Bank Statement Converter, then import via Banking → Import Statement in your MYOB product.
Does MYOB work for Australian and New Zealand banks?
Yes. MYOB is the leading accounting platform in Australia and New Zealand. It works with all major AU/NZ banks: Commonwealth Bank, ANZ, Westpac, NAB, ASB, BNZ, Kiwibank, and all others.
What is the difference between MYOB Business and AccountRight for imports?
Both support CSV import. MYOB Business (cloud) uses Banking → Import Statement. AccountRight (desktop) uses Banking → Bank Transactions → Import. The CSV format accepted is the same for both.
Is my Bank of America data safe to upload?
Yes. Bank Statement Converter processes files in-memory and deletes them immediately after conversion. No data is stored, logged, or used for model training. No account is required.
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