All customers with connected CBA accounts will need to move to Direct Feeds in order to continue downloading transactions to QuickBooks.
It only takes a few minutes to enrol to Direct Feeds, but it can take up to 10 days for the connection to become active, so it is important to act quickly to ensure there is no interruption in data.
Note: If you have not previously added a bank in QuickBooks Online, you won’t see the Get a better connection alert. Instead follow these Instructions: Connecting your bank account to QuickBooks via Direct feedHow to update your existing CBA connection to Direct FeedsFrequently Asked Questions
You can update your connection inside QuickBooks Online if you are reviewing this article outside of the product be sure to log in first.
- Select Banking from the left menu then click the card for your CBA Account
- Click Get a better connection inside the alert at the top of the page
- Select Next
- Enter your information into each field and select Next (This will automatically download a PDF copy of your authorisation form).
Account Name: is the name given to this account with your bankClient Name: is the name of the person filling out this form (You)Name of organisation: is the name of your company
- Print and sign the form and then email or post the form to:
Mail: SISS Data Services Pty LtdLocked Bag 3060Crows Nest, NSW, 1585
Note: 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
That's all! You'll see a new placeholder Bank Feed Card on this page and it will automatically update with the next steps when your Direct Feed is ready.
Why is this change taking place?
CBA has decided to only support their customers’ accounts being connected to the most stable and secure type of bank connection. This will ensure transactions come through to QuickBooks reliably without loss of data in the event the bank site has issues or your Internet Banking sign-in information changes.
What happens if I don't connect a Direct Feed now?
If you do not connect a Direct Feed your CBA bank feeds in QBO will stop updating. It takes approximately 10 working days for the Direct Feed to be activated, so you’ll need to apply as soon as possible to prevent an interruption in your data.
What are Direct Feeds?
Direct Feeds provide a secure and reliable connection between your bank account and QuickBooks, ensuring data accuracy with regular and automatic transaction updates.
Direct feeds mean that the bank is “directly” connected to QBO, and is sending us your transaction data. With Standard connections, we use your Internet Banking login to access the transactions, but Direct Feeds never have changing passwords, and always have the most accurate information since it comes straight from the bank.
Once a connection is established, QuickBooks can receive transactions without requiring additional bank sign-in information - saving you time!
Can I connect my CBA Credit Card account via Direct Feeds?
Credit cards are not available for Direct Feeds at this time, but we are actively working with CBA to make business Credit Card connections this available in the coming months. Personal Credit Cards will not be available to connect to QBO due to CBA limitations. You will see communication in QBO when this is active.
How can I send in the authorisation form?
Forms can be printed, signed, scanned, and emailed to firstname.lastname@example.org.
If no scanner available, you may take a clear photo with your mobile device and email it.
If no scanner or mobile device available, you can post the form to:
SISS Data Services Pty LtdLocked Bag 3060Crows Nest, NSW, 1585
Who is SISS Data Services?SISS is an established third-party partner of Intuit QuickBooks who has been vetted and confirmed to meet our strict security and data protection standards. SISS provides data processing services for many banks, financial institutions, and companies like Intuit. You won't ever need to contact SISS, any questions about your Direct Feed can be handled by the QuickBooks team.
Who do I contact if I have a question about my connection?
No need to reach out to your bank or SISS, our QuickBooks support team can help. Find the best way to contact them here: https://help.quickbooks.intuit.com/en_AU/contact.
Who needs to sign the form?
The account signatory must sign the form. If your account is a joint account, make sure that both you and the joint account holder hand-sign the form before submission.
Can I connect multiple accounts with the same form?
No, customers must print and sign a new form for each account connected. This means if they have multiple CBA accounts connected to QBO, they must print, sign, and send a form for each.
Is my information secure?
We use bank-level security to keep your information safe. For more details please visit our Privacy site.
How much do Direct feeds cost?
Direct feeds are free for all QuickBooks customers!
Did QuickBooks call me about changing my CBA Direct Feed?
In order to make sure you don't miss out on any transactions, we are calling our customers to help them through connecting a Direct Feed for CBA quickly over the phone. This is a trained team of specialist agents helping inform customers of the change and guiding them through the connection steps above.
How long does the application process take?
To securely connect an account, it takes approximately 10 minutes to prepare, print and hand-sign the bank authorisation form. You then will need to email or post the form and it takes up to 10 business days for Intuit and your bank to approve your connection.