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What to do when your bank no longer supports your bank feed - QuickBooks Self-Employed

by Intuit• Updated 1 year ago

QuickBooks supports bank feed connections with more than 75 financial institutions.

  • Bank Australia
  • Beyond Bank
  • Coles Credit Cards
  • Community First Credit Union Bank
  • Defence Bank
  • Great Southern Bank
  • Heritage Bank
  • Holiday Coast Credit Union
  • HSBC Bank
  • Latitude 28 Degrees Credit Card
  • Myer Visa Card
  • People's Choice Credit Union
  • Police Bank
  • Police Credit Union
  • South West Slopes Credit Union
  • Summerland Credit Union
  • The Mutual Bank
  • Victoria Teachers Mutual Bank (AU)
  • Virgin Money

This means your transactions will no longer be automatically imported into QuickBooks Self-Employed.

Move forward with your banking

You can still have your transactions from these financial institutions imported into QuickBooks Self-Employed by disconnecting your bank account and manually uploading your transactions using a .CSV file.

If you’re no longer using this bank account, you can simply disconnect it to keep your books tidy.

Important: Please log into QuickBooks Self-Employed to follow these steps on a laptop or desktop, not a mobile device or tablet.
  1. Open QuickBooks Self-Employed in a web browser.
  2. Select the gear icon, then select manage accounts.
  3. Find the account you want to hide.
  4. Under the SHOW ACCOUNT column, switch it OFF.
  5. Select the X at the top of the window to complete the action.
  1. Sign in to your financial institution’s website.
  2. Follow your financial institution’s instructions for how to download CSV files of your transactions to your computer. Every financial institution has different steps.
  3. Make sure the date range for the download starts after the last transaction.
  4. Download your transactions. 
  5. Save the file somewhere you can easily find it, like your computer's desktop.
Tip: Your bank may offer a few file formats. Pick the .CSV option as this will be the simplest to upload to QuickBooks Online.
  1. Select the gear icon.
  2. Select Import transactions.
  3. Select the Import transactions hyperlink and a window will open.
  4. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  5. Select the file and select Open to start the import.
  6. Review the column headers and data. Make sure the Date, Description, and Amount columns on the .CSV file match the columns and order in QuickBooks Self-Employed. The other column headers can be in any order.
  7. Select Continue to complete the import.

Check for any duplicate transactions. There shouldn't be any, but it's still good to double-check:

  1. In QuickBooks Self-Employed, go to the Transactions tab on the left-hand navigation menu.
  2. From the Account: All drop-down, select the account.
  3. From the Date header, which defaults to Tax year, select All.
  4. Select the Date column header to sort the list by date.
  5. Look a few days before and after the most recent transaction you noted earlier and remove any duplicates.

When you're done, review and categorise your transactions to put them in your accounts.

We’re here to help

We understand that when our partners make changes like this, it can be disruptive. If you need additional help or have questions, or you require assistance at any point in this process, our Customer Success team is happy to help.

Sign in to QuickBooks and start a discussion in the QuickBooks Community or join one of our Facebook Groups to connect with other like-minded QuickBooks customers. 

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