MYOB BankLink Practice: Extracting data from BankLink Practice
ACTION REQUIRED: MYOB BankLink is ending on 31 October 2024
After this date, you’ll no longer receive bank feeds in MYOB BankLink. To keep receiving bank feeds, make the move to MYOB Business before BankLink is switched off.
Request a callback from a sales specialist, who can help find the right MYOB Business solution for you and your clients.
Ready to move now? See how to do it.
Before you begin
Complete all work for the period and ensure the processing indicators are green in the Home page.
If you see red indicators, MYOB BankLink Practice: Linking BankLink Practice to MYOB Ledger.
Extract the data
If you need to extract data for a period multiple times, you need to clear the transfer flags from the transferred data first.
- In BankLink Practice, find the client file containing the transactions that you want to export, and double click the file. The file opens.
- Click Extract Data on the client Home page.
The Extract Data window appears. - Enter the date range that you want to export.
- Click OK. A list of accounts for the period appears.
- Select the accounts that you want to process, and click OK. The data is extracted and transferred to MYOB Ledger.