Direct bank feeds are designed to minimise duplicate transactions and improve stability between your bank account and QuickBooks. The good news is the setup is simple and quick.
It’s a two-step process: First, you need to set up direct bank feeds in your QuickBooks Online account. Then you need to set up direct bank feeds in your Westpac account.
If you haven’t set up direct bank feeds in your Westpac Account, find our step-by-step instructions here.
If you have already connected your Westpac Account, but you haven’t enabled the connection in your QuickBooks Online account yet, the process won’t be complete. In this case, follow the steps below to complete the direct bank feeds setup and you’ll be connected within minutes.
Please note: If you have multiple accounts with Westpac, be sure to complete these steps in QuickBooks Online for each account separately.
How to connect bank feeds in QBO
Log in to your QuickBooks Online account
- Select Banking from the left menu. Select the card of the bank account you’re trying to connect
- Select the Get direct bank feeds link
- Click on the Get direct feeds button
- Enter your Account Name, Account Number and BSB details
Once connected successfully, you will see “Direct Feed” at the beginning of each account card.