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Intuit
11 helpful votes

Add and connect to a bank or credit card account

When you connect QuickBooks to your bank or credit card account, your transactions flow into QuickBooks so you don't have to enter them yourself. Depending on the bank, you can connect current, savings, or card accounts.

Tip: If your version of QuickBooks supports multiple currencies, you can connect to an Australian account from another country.

Connect an account

Find and select your bank and account type.

  1. In the navigation bar, click Banking.
  2. If you already have an account connected, click Add account in the upper right.
    1. Follow the on-screen instructions to select the bank or card you want to connect to.
      • If we ask you for your bank website's sign-in info, we'll connect the account with a standard connection.
      • If we ask you for your bank account info like its account number and branch name, we'll connect the account with a direct-feed connection.

If your account will use a standard connection.

If we ask you for your bank website's sign-in info:

  1. Enter your bank sign-in info and click Connect. QuickBooks connects to your bank.
  2. Find the account you want to connect to.
  3. Select its account type from the drop-down menu. A tick appears on the account.
  4. To connect additional accounts, just select each one's account type so its tick appears.
  5. Click Connect.
  6. Select how many days of transactions you want to bring into QuickBooks.
  7. Click Next. QuickBooks brings your transactions into the For Review tab on the Banking page. You're on your way!

For standard connections, QuickBooks automatically gets your transactions nightly however, there are some exceptions.

If your account will use a direct-feed connection.

Lucky you! If we ask you for your bank account info, your account is eligible for a direct-feed connection.

  1. Select Banking from the left menu. This will open the Bank and Cards page
  2. Click New Account on the top right
  3. Search for or choose your banking institution from this page
  4. Choose "I'm a pro. See another option." at the bottom of the page
  5. Click Get a better connection
  6. Enter your Account Name, BSB, and Account Number.  Choose the account in QuickBooks to which you want to connect your Direct Feed
  7. Follow the on-screen instructions to add a bank account. We then create the Client Authority Form (CAF), for you.
  8. Print the form and hand-sign the form. If there are two signatories, both signatories will need to sign the form. If more than two, then all signatories need to sign the form.
  9. Email or post the form to:

Email: intuitforms@siss.com.au

OR

Mail: SISS Data Services Pty LtdLocked Bag 3060Crows Nest, NSW, 1585

Please note that copies are not accepted by the banks.

For direct-feed connections, your bank sends your transactions to QuickBooks nightly, Monday through Friday. Each bank sends transactions a little differently.

Note: For banks that don't offer standard or direct-feed connections, you may still be able to get your bank data into QuickBooks. Check your bank's website to see if you can download a QBO (Web Connect), QFX, OFX, or CSV file. You can then upload the file into QuickBooks: Import Bank transactions via CSV [VIDEO]

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