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2018-04-08 19:24:38 Updates for Advisors English We’re pleased to let you know that we now have most of the major banks providing direct bank feeds into QuickBooks Online, with more... https://dprotksf3n5y8.cloudfront.net/wp-content/uploads/2018/04/08191819/iStock-825561610.jpg Bank feeds Connect Your Clients To Direct Bank Feeds

Connect your clients to direct bank feeds

2 min read

We’re pleased to let you know that we now have most of the major banks providing direct bank feeds into QuickBooks Online, with more coming over the next few months.

The direct bank feeds provide a more accurate and secure way to automatically import bank transactions. Connecting will save you and your client time not having to re-key data into QuickBooks.

QuickBooks supported banks:

  • ANZ
  • NAB
  • St. George
  • BankSA
  • Bank of Queensland
  • Bank of Melbourne
  • Macquarie Bank
  • Bendigo Bank
  • Adelaide Bank

How to connect a direct bank feed in 3 simple steps

Please note, you are not required to do this on behalf of your clients. They can set up bank feeds on their own. Send them to this update.

If your client is an ANZ customer, please see these instructions.

For other supported banks, please follow these steps:

Step 1: Enter your client’s banking info

  • Go to the Clients tab
  • Select the client
  • Click Banking
  • Click Add account in the upper right corner
  • Follow the on-screen instructions to input your bank and account details

A screenshot showing bank details

Step 2: Print and email your client the authority form

  • To authorise their bank to provide the data feed; just print, email the form your client, and have them sign it.
  • Have your clients email or post the form to the following addresses:

Via email:
Send to – intuitforms@siss.com.au (Subject: QuickBooks Bank Feed Request)

Via post:
SISS Data Services Pty Ltd
Locked bag 3060
Crows Nest, NSW, 1585

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 don’t need to worry about missing any transactions.

Step 3: Keep an eye out in your client’s QuickBooks file and accept the direct data feed connection

  • Once the form has been processed and approved, we’ll inform you by displaying a message in QuickBooks Online
  • When prompted in QuickBooks, connect their new direct data feed connection

Two people smiling sitting in front of a laptopFAQs about QuickBooks direct bank feeds:

How long does the authority form approval take?

If posted it generally takes around 4 working days for email and around 10 working days if posted for approval.

What if the form is not correct?

We will contact you and provide you with instructions on how to resubmit.

Who needs to sign the form?

All bank account holders and required account signatories. If there are two bank account holders/authorised signatories, make sure both account holders sign the form.

What if my client has more than one account connected?

You will need to follow the same process for every account one-by-one. The bank must have one authority form for each account.

What if my client wants to cancel the direct feed after submitting the form?

Canceling the direct feed must be communicated with the financial institution directly by sending an email /fax/post.

Is my clients data secure?

Absolutely! We use an approved bank system for transferring the data and the data is encrypted.

What about credit card accounts?

We only support transaction accounts at this stage. We hope to enable credit card account direct feeds soon.

Where can I get more help?

You can contact our customer support team here.

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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