If you have a CommBank account connected to QuickBooks, itβs time to update your connection now by enablingΒ direct bank feeds. ThisΒ will minimise duplicate transactions and save you time on manual data entry.
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product update
Itβs time to update your CommBank connection
How to set up direct bank feeds
- Log in to QuickBooks Online. SelectΒ BankingΒ from the left menu
- Select the card for your CommBank account.
- Look for the βYour bank has a fresh new connection ready for youβ alert and select βUpdate nowβ
- Please note, if you havenβt previously added a bank in QuickBooks Online, you wonβt see the βFuture-proof your connectionβ alert. Instead, selectΒ Add Account, search for your bank, and select βGet direct bank feedsβ to get started.
- Enter your account details
- Account NameΒ is the name given to this account with your bank (e.g. Smart Access Account)
- Client NameΒ is the name of the main account holder
- Name of organisationΒ is the name of your company. If itβs your personal account, put your name here
- Weβll immediately create the authorisation form. Print and sign the form
- Take a clear photo (or scan) the form and email to: intuitforms@siss.com.au or post it to
SISS Data Services Pty Ltd
Locked Bag 3060
Crows Nest, NSW, 1585
Set up direct bank feeds now.
Please note: do not send the form directly to your bank. Once the form is received, it takes about 4 working days for email and 10 working days if posted for everything to be set up and the data to start flowing. During this time, if you have connected an account using our standard bank feed service, your transaction data will continue to update in QuickBooks, so you donβt need to worry about missing any transactions.
For FAQs or more information, visitΒ here.
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