Connecting Bank Accounts to QuickBooks

Adding a Bank Account to your Intuit QBO file

From the dashboard on the right hand side click Connect account

Then choose your Bank by entering the name or clicking on one of the most common bank suggestions (Im going to use Westpac in this example)

Ignoring the Customer ID prompt, click on the bank url: www.westpac.com.au

Sign into your online banking as normal

Once inside your internet banking, click on the account you want to connect to Quickbooks

Under Account Actions, click on Bank Feeds

Select your account or multiple accounts from the drop down menu

Select Intuit Quickbooks as the third party service provider from the drop down menu

Then Connect Feed

You will get a message acknowledging the feed request has been sent and bank feeds should be connected within one day.

If you have any issues connecting your Bank feeds to QuickBooks contact our friendly staff on 08 9293 3660 or email admin@basandbalances.com.au

For more information on Quickbooks, why not attend one of our monthly workshops.  Ideal workshops for new users.

Check out our workshop dates under Training For Businesses on our website.