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How to import old bank statements into MYOB

MYOB can import bank and credit card statements — but it wants a QIF or OFX file, not the PDF statements you download for older periods. Here's how to turn those PDFs into files MYOB accepts, and the MYOB rules worth knowing before you start a backlog.

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What MYOB accepts

MYOB Business imports statement files in QIF or OFX format, and AccountRight on the desktop also accepts QFX and OFC. Files must be under 10MB. Ledger Pilot's MYOB download is a QIF file: one record per transaction with DD/MM/YYYY dates and a signed amount.

One rule to check first: MYOB won't import transactions dated before the company file's opening balance date (MYOB Business) or conversion month (AccountRight). If your backlog goes back further than that, the file's setup date needs sorting out before any import will work.

Step by step

  1. 1

    Download the PDF statements

    From online banking, download the statements for the period you need — one PDF per statement.

  2. 2

    Convert them to MYOB format with Ledger Pilot

    Choose the bank, upload the PDF and pick the MYOB download. Every statement is checked so the transactions add up from the opening balance to the closing balance, to the cent.

  3. 3

    Import into MYOB Business (browser)

    Go to Banking → Banking hub, click the three dots for the account, choose Import statement, pick the account, then Import statement file → Browse, select the QIF file and click Import.

  4. 4

    Or import into AccountRight (desktop)

    Go to the Banking command centre → Reconcile Accounts, enter the account, the closing balance and the statement date, then click Get Statement and select the QIF file.

  5. 5

    Reconcile, then move to the next month

    MYOB recommends importing and reconciling a large backlog one month at a time. Statements don't have to be imported in date order, but working in order makes gaps easier to spot.

Frequently asked questions

Can MYOB import a PDF bank statement directly?
No — MYOB imports statement files (QIF or OFX), not PDFs. Ledger Pilot converts the PDF into a QIF file you can import straight away.
Why won't MYOB accept my older transactions?
MYOB doesn't allow transactions dated before the company file's opening balance date or conversion month. Check that setting in your MYOB file if older statements won't import.
Some of my old statements are scanned. Will they convert?
They can be. When our standard parser can't produce a result that reconciles to the cent — scanned or photographed pages, or a layout we don't recognise yet — the statement can be read with AI-assisted extraction (PDFs up to 30 pages). We only use that result if it reconciles to the cent, and the conversion tells you when AI-assisted extraction was used. How that data is handled is explained on our Security page and in our Privacy Policy.
My client sent several statements merged into one PDF. What happens?
If each statement in the file prints its own statement period in a format we recognise, Ledger Pilot splits the PDF at those boundaries and converts each statement separately, with its own reconciliation check. If the boundaries aren't clear enough to split safely, we tell you rather than guess — upload each statement as its own PDF instead (batch upload on the Business plan takes up to 50 files at once).
Which banks does Ledger Pilot support?
Statements from 15 major Australian banks — Commonwealth Bank, Westpac, ANZ, NAB, Macquarie, ING, Bendigo, Bankwest, Suncorp, St.George, Bank of Queensland, UBank, ME Bank, AMP Bank and HSBC Australia — plus Latitude and St.George credit card statements.
Do you keep copies of my clients' statements?
Uploaded PDFs are encrypted, used only to extract the transactions, and automatically deleted from our systems within 24 hours — along with the extracted results. If a statement needs AI-assisted extraction, it's also processed by Anthropic under its own retention terms. Our Security page and Privacy Policy have the details.

How we handle statement data: Security · Privacy Policy

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