Tallyproof

Convert PDF bank statements for MYOB

MYOB Business and AccountRight import bank statements as OFX or QIF files. Tallyproof Pro converts PDF statements to OFX or QIF in your browser, without uploading them, and checks every row against the statement's balances.

You’ll need Pro or the Catch-up Pass for MYOB

We’d rather say this up front. MYOB doesn’t import bank statements as CSV or PDF. MYOB Business imports .QIF or .OFX files, and AccountRight imports OFX, QFX, QIF and OFC files (MYOB).

Tallyproof’s free version exports CSV only. OFX and QIF exports are part of:

  • Pro: US$9 a month or US$69 a year, for regular work.
  • The Catch-up Pass: US$19 once, for 30 days of Pro. It doesn’t renew, and it’s designed for one-off jobs like backfilling a year of statements into MYOB.

You can try the converter above for free first. It will show you the extracted transactions and the balance check for your statement before you decide whether to buy. If you only have one or two short statements, typing them into MYOB by hand may be cheaper.

Which format to choose

Choose OFX. Both MYOB Business and AccountRight accept it, and OFX writes dates year first (YYYYMMDD), so they can’t be misread. QIF is there as a fallback. If you use QIF, choose a day-first date format, since MYOB suggests dd/mm/yy dates for QIF where you have the choice (MYOB).

For credit card statements, Tallyproof’s OFX and QIF files use the credit card account type when the statement’s balance behaves like a card balance. Check a purchase and a payment after importing.

Limits to know about

  • MYOB’s file size limit is 10 MB per statement file.
  • Dates MYOB won’t accept. Transactions dated before the opening balance date (MYOB Business) or conversion month (AccountRight), or before a lock date, won’t import (MYOB).
  • Text PDFs only. If you can’t select words in the PDF, it’s a scan and can’t be read.
  • Amounts need two decimal places, such as 45.00.

Why MYOB users need this

MYOB bank feeds don’t bring in history. MYOB says the first feed you receive has transactions dated from when the feed was approved (MYOB), so anything before that has to come from imported statements. If the only record you have for that period is PDF statements, they need converting.

How the check works

Tallyproof tests every transaction against the running balance printed on the statement: the previous balance plus the amount should equal the printed balance. Rows that don’t match are highlighted so you can compare them with the PDF before importing. Statements without a running balance, such as most credit card statements, are checked as a whole: opening balance plus all transactions should equal the closing balance.

Importing many months

With Pro or the pass, you can add many statements at once and merge them into one file, with rows repeated across overlapping statements removed. MYOB suggests importing and reconciling one month at a time when you have several months to do (MYOB), so you may prefer to export a file per statement.

Stop at the date your bank feed started. MYOB’s fix for duplicates is to delete the imported statement and import again without the overlapping dates, so avoid the overlap before you import.

Step-by-step guides

Sources

Checked on 2 October 2026.