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Troubleshooting ANZ direct feeds

by Intuit•1• Updated 2 months ago

There are many reasons that your connection to ANZ bank may be unsuccessful. Check out the following troubleshooting steps to upgrade successfully to ANZ.

How to check which accounts are connected with standard feeds:

  1. Go to All apps A bunch of numbers and letters on a tile wall., select Accounting, then select Bank transactions (Take me there).
  2. Select ANZ account, then select the edit icon pencil icon. If the options on the card are Edit account details and Edit account sign in, this is a standard feed which is eligible for an upgrade. Direct feeds will say Edit account details only.
  3. Alternatively, if after selecting the ANZ account, a banner with Get direct bank feeds appears, that account is connected through a standard feed. Select Get direct bank feeds to start the upgrade process for this account.
    Note: The Get direct bank feeds banner will only show after a standard feed account has been connected for more than 24 hours.

Screen Shot 2022-08-17 at 10.28.37 pm.png

Direct feed account showing Edit account details.

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Standard feed account showing Edit account sign in, Edit account details and Get direct bank feeds banner.

How to resolve common errors when enrolling with ANZ direct feeds:

  • If there no message saying Get direct bank feeds:
    • Check that the account is not already a direct feed.
    • Check that the account is not a ANZ Transactive account. ANZ Transactive accounts are ineligible for direct feeds, and are not affected by changes to ANZ.
  • When going through the ANZ enrolment, if you get the error Is your account already connected with QuickBooks? Don't worry, this can happen if you have more than one business using the same bank:
  • Use the Account Number associated with the credit card you want to upgrade. This is the 16-digit code which can be found on your credit card statement. Your account number is different to your Credit Card number, although it may look similar.

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  • If the ANZ website is showing ANZ Product is not supported for Direct Feeds, your account may be ineligible for bank feeds. Please see ANZ Bank Feed FAQ’s for more information.
  1. Check the ANZ account details used when enrolling to direct feeds in QuickBooks:
    • For bank accounts, please ensure the correct BSB and Account Number have been entered. To do this, you must re-enrol your direct feed connection in QuickBooks.
    • For credit cards: Ensure you entered your account name in the Account Name field and your account number in the Credit Card number field. This must also be done by re-enrolling your direct feed connection in QuickBooks.
      Note: Your account number is a 16-digit number that can be found on your credit card statement. Do not enter the credit card number that is shown on your card.
  2. Check your 19-digit QuickBooks unique reference number has been entered correctly in ANZ online banking.
    • Your unique reference number is the same as your QuickBooks Company ID, which can be found by signing in to QuickBooks and pressing the following keys on your keyboard.
      • Windows: Ctrl + Alt + ?
      • Mac: Control + Option + ?
    • Confirm this number is correct on ANZ by signing in to ANZ Internet Banking. Go to Settings and select Manage bank feeds and select your account(s) under Intuit QuickBooks. Your unique reference number will be labelled Company ID. If the two 19-digit numbers don't match, select Deactivate this bank feed. Then, reconnect with the correct number.

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Note: ANZ calls to Exclude the last 3 characters when entering your Company ID. For a successful connection, enter your entire Company ID and do not exclude any digits.

Need a hand?
If you require assistance at any point in this process, our Customer Success team is happy to help. Contact support (sign-in required).

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