How to Import Truist Bank Statement into MYOB

To import your Truist statement into MYOB: download your PDF from truist.com → Account Activity → Statements, 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 Truist Statement

  1. 1. Log in at truist.com and select your account
  2. 2. Navigate to 'Account Activity' and click 'Statements'
  3. 3. Choose the statement month from the list
  4. 4. Click 'Download PDF' to save your statement
  5. 5. Open the downloaded PDF to verify it has all transactions

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 Truist bank statement?
Log in at truist.com and select your account → Navigate to 'Account Activity' and click 'Statements' → Choose the statement month from the list → Click 'Download PDF' to save your statement → Open the downloaded PDF to verify it has all transactions
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 Truist 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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