Manage your banking
Importing and exporting transactions
You can easily import and export data between your financial management software and Business Online Banking.
| What can I use import for? | What are the benefits of using import? |
|---|---|
| Paying employees | You don't have to type your payments individually |
| Paying creditors | You'll save time |
| Tracking expenses | It's easier to reconcile your transactions |
| Maintaining debtor details via your financial management software | It's easier to keep track of your business expenses |
Where do I find the import function?
Step 1: Sign in to your Business Online Banking service
Step 2: Select the banking tab
Step 3: Select the pay anyone transaction
Step 4: Select the import tab
| What can I use export for? | What are the benefits of using export? |
|---|---|
| Reconcile your transactions by exporting them into your financial management software | You'll save time |
| Tracking your day to day budget | It's easier to reconcile your transactions |
| Managing your transactional information | It's easier to keep track of your business expenses |
Where do I find the export function?
Step 1: Sign in to your Business Online Banking service
Step 2: Select the banking tab
Step 3: Select an account from your account list
Step 4: Select the export tab
| What financial management software can I use? | More information |
|---|---|
| MYOB | http://www.myob.com |
| Quicken and Quickbooks | http://www.quicken.com.au |
| Agrimaster | http://agrimaster.com.au |
| Winweb | http://winweb.com |
| Xero | http://www.xero.com |
| AccountsIQ | http://www.accountsiq.com.au |
If you'd like to use financial management software that isn't listed, please contact your package provider to ensure it's compatible with your Business Online service.
Where can I go for help completing an import or export transaction?
-
Help is available on each screen by clicking the
Help icon
- Call the Online Banking Service Centre on 1300 655 505, 8am to 8pm Monday to Friday and 9am to 5.30pm Saturday (Sydney time).
