ANZ Bank has notified us that a security change will be made that will impact ANZ standard bank feeds. When this security change is implemented, your ANZ standard bank feed may stop working.
To help keep your books accurate, upgrade your connection from ANZ standard feeds to ANZ direct feeds as soon as possible.
This article will guide you through:
- Upgrading from your ANZ standard feed to an ANZ direct connection
- Troubleshooting your ANZ direct connection
- Importing transactions from within/before the transition period
- Identifying impacted clients (for Accountants and ProAdvisors only)
Before you start
We also ask that you don’t disconnect your standard bank feed before your new direct bank feed has been successfully established. This will help ensure that no transactions are lost in the transition.
If you are connecting multiple ANZ bank accounts to QuickBooks, please repeat this process for each account.
Upgrading from your ANZ standard connection to an ANZ direct connection
Select each heading for screenshots and more information:
Step 5: Choose your account type and enter the date you would like to pull transactions from as 'Today' from the menu (if prompted). Then, select Connect.
Step 12: Select all of the account(s) you would like to connect with QuickBooks, then select Next twice.
Step 13: On the Review and Confirm screen, check the bank account details are correct, accept the terms and select Submit to finish setup
The ANZ direct bank feeds connection process is now complete. Your data will start syncing within 1-2 business days.
Troubleshooting you ANZ direct connection
For any issues encountered throughout this process, please refer to our guide on troubleshooting ANZ direct feeds.
Importing transactions from within/before the transition period
Direct bank feeds download transactions from the date of connection. If you find some transactions are missing in QuickBooks Online that appear on your ANZ bank statement, you can import missing or historical data via manual uploads.
Identifying impacted clients
All of our trusted ProAdvisors and Accountants will be receiving emails identifying which of their clients will need to take action and upgrade their feeds. If you need additional help or have questions, you can reach out to your account manager directly.
|Have any other questions for our team?|
If any of your questions were left unanswered, we'd love to hear them!
Pop over to our QuickBooks Community's discussion on bank connections where you can ask your questions, have them answered by qualified QuickBooks Online experts, and hopefully help others with the same questions out in the process.