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Setting up a bank feed for a Westpac account

To set up a bank feed for a Westpac account:

Your AccountRight company file doesn't need to be online to set up bank feeds, but you'll need an internet connection.

There are two parts to setting up a bank feed:

1. Apply

Start the application process in AccountRight and follow the prompts.

2. Link

Once your bank feed is ready to use, choose the AccountRight account the bank feed applies to.

1. Apply for a bank feed

Start the application process in AccountRight (Banking command centre > Bank Feeds), start the application and follow the prompts.

Depending on your location or whether you're setting up a bank feed for a bank account or credit card, here are the steps:

How long does it take to approve my application?

Online applications

These applications (processed via Westpac Live) are usually processed by Westpac within 24 hours, but it can take a couple of days.

Application forms

The application forms take 1 - 2 weeks to be processed.

If you haven't heard from us after this time, contact product support (click chat or scroll down for other options on the Contact Us page).

We'll send you an email when your bank feed has been approved, or you can track the status of your bank feed application.

Once it's ready, you need to link the bank feed to the corresponding account in MYOB—see the next task for details.

We’ll notify you by email when your bank feed is ready to use. You can then link the bank feed to the corresponding account in AccountRight.

What happens next?

When your bank feed is ready and it's linked to an AccountRight account, you’ll be able to download and approve transactions into your company file. Check the delivery frequency for your Westpac account.

Note that the first bank feed you receive will have transactions dated from when your bank feed was approved. Any transactions that occurred while you were waiting for the bank feed to be set up won’t be included. If you want to import and reconcile transactions dated before your feed approval date, you can import a bank statement.

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