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2018-05-15 22:18:06 Product Updates English We're excited to announce that CBA direct bank feeds are now available in QuickBooks Online. Connecting to a direct bank feed is easy, just... https://dprotksf3n5y8.cloudfront.net/wp-content/uploads/2018/04/08225316/iStock-690028920.jpg CBA direct bank feeds CBA Direct Bank Feeds Are Now Available | QuickBooks Australia

CBA direct bank feeds

1 min read

We’re excited to announce that CBA direct bank feeds are now available in QuickBooks Online. Connecting to a direct bank feed is easy, just follow the 3 simple steps below:

Step 1: Enter your banking details

  • On the QuickBooks dashboard, click Banking
  • Click Add account in the upper right corner
  • Follow the on-screen instructions to input your bank and account details

Step 2: Submit your authority form

  • To authorise your bank to provide the data feed; just print, complete, and then sign the authority form
  • Email or post the form to the following addresses below:
    • Via email: 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: Accept your 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 to your new direct bank feed connection

If have any queries about connecting to a direct bank feed, refer to our FAQs here or contact our Customer Care 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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