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Intuit

Important information about your clients' bank feed

As part of Open Banking, QuickBooks is upgrading all current bank feeds with new open banking connection. Benefits of upgrading include:

  • Simple and seamless upgrade experience
  • More accurate, reliable and uninterrupted bank feeds
  • Real-time reconciliation to see an up-to-date view of all your business finances in one place
  • Smarter cash flow management

When these new feeds go live, you’ll see a banner on the Banking menu or Transactions menu. If you’re the Primary Admin you’ll get an email from us explaining the steps your client needs to take. If you'd like to use our email templates to explain the process to them, you'll find them in the My Marketing Portal.

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It’s a good idea to contact your client as soon as possible so that they’re ready for the change and don’t lose their connection. Standard feeds will be disabled after a grace period, but it will be possible to pull in any lost data.

Want to learn more about Open Banking feeds? Check out our support site.

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