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marino221
Level 1

Where can I access a registration form to register my bank for operation of accounts in QuickBooks?

 
1 Comment 1
Lucas - Product Champion
Content Creator

Where can I access a registration form to register my bank for operation of accounts in QuickBooks?

Hi marino221, 

 

If you're looking to connect your bank account to QuickBooks by using a Direct feed, you can follow the steps below:

  1. Go to the Banking menu.
  2. Select Connect Account on the landing page, or select Add account if you've already created an account.
  3. Search for and then select your bank.
  4. When it asks you for login information, check to see if there is an option to "Get direct bank feeds" in the bottom left - if it is showing, your bank supports direct feeds with QuickBooks
  5. Click on "Get direct bank feeds"
  6. Click on the green "Get direct feeds" button and then fill in the information on the following pages
  7. Select an existing account in QuickBooks to connect to, or create a new account to send the bank transactions to
  8. Print and hand-sign the Client Authority Form, if required. 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.

Once you have completed this process, you can either choose to scan the form and email it to [email address removed], or you can post it to this address: SISS Data Services Pty Ltd Locked Bag 3060 Crows Nest, NSW, 1585

 

Instructions for submitting the form will also be included in the form when you download it, however you can find additional information in this article if you have any other questions. Alternatively, feel free to reply in this thread or to reach out to our support team here and we will be glad to answer any other questions that you have!

 

-Lucas