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IMB offers customers the option of linking their account to Xero or MYOB BankLink^, third party online accounting software for managing business finance.

Xero and MYOB BankLink^ can be an effective way for businesses to work together with their accountant. Businesses and accountants can access latest banking transactions through automatic import and categorisation.

IMB business customers can now have their banking transactions fed directly to Xero or MYOB BankLink on a daily basis.

Xero

Member Login

  1. Go to https://login.xero.com/identity/user/login.
  2. Select Sign Up to register – member to go through registration process.
  3. Once registered member to go to Xero Dashboard and follow below process.

Apply for your feed

  1. If you haven't already, add your bank account in Xero. Start typing IMB, then select IMB Building Society (AU) as the bank name.
  2. Find the account on your Xero Dashboard, or in the Accounting menu, select Bank accounts.
  3. Click Get bank feeds.
  4. If you don't already have a form, click Download form.
  5. Print the form, sign it, then scan it and save it to your computer as a PDF or JPEG format.
  6. Either select:
    • Upload form – If your form doesn’t successfully upload, an error message will appear. Follow the prompts to resolve it, for more information view common problems for uploading bank forms.
    • I'll do it later – You can upload your form at anytime by clicking the Get bank feeds button next to the account on your Dashboard.
  7. (Optional) Click Edit to set a future start date for your feed.
  8. Click Send form to bank.

Once the application form has submitted successfully, the status of the application shows next to your account on your Xero Dashboard. Otherwise, your feed will start within 10 working days.

MYOB

  • To register for data feeds from your account, click here for MYOB applications
  • To register for MYOB BankLink, go to banklink.com.au

 

^Xero is provided by Xero Australia Pty Limited and MYOB Banklink is provided by MYOB Australia Pty Ltd. Terms and conditions, fees and charges apply.

Why choose IMB Bank?

Established in 1880, IMB has been helping people achieve their financial goals for 139 years. IMB offers a full range of banking solutions including home and personal lending, savings and transaction accounts, term deposits, business banking, financial planning and can arrange a wide range of insurance and travel products.

IMB has a growing branch network throughout the Illawarra, Sydney, NSW South Coast, the ACT and Melbourne. We have a lending specialist in every branch and a team of mobile lending specialists who will come to you. IMB members enjoy access to free automated phone and internet banking and a team of professionals who are just a phone call away at our locally based call centre.

Find out more