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Setting up a bank feed for other financial institutions

If your account isn't with one of the major financial institutions (CBAANZWestpacNABAMEXASB), we'll step you through how to set up a bank feed.

To do this, you'll need:

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

Which banks are supported?

Bank feeds can be set up for accounts with many financial institutions including banks, credit unions, building societies, and fund managers, and we're always adding more. Check our current list of institutions you can set up bank feeds for:

If your bank isn't listed

This means your bank doesn't currently support bank feeds. Instead you can quickly bring your bank transactions into AccountRight by importing bank and credit card statements.

Let's get started

There are two parts to setting up a bank feed:

1. Apply

Start the application process in AccountRight. If your bank allows it, you'll be taken to your internet banking site to finish the application. Otherwise you'll be prompted to complete an application form.

2. Link

When your bank feed application is approved, finish the set up process by choosing the AccountRight bank or credit card account that the bank feed applies to.

1. Apply for a bank feed

Here's how to get started:

We’ll notify you by email when your bank feed is ready to use. Once it's ready, you need to link the bank feed to the corresponding account in AccountRight.

What happens next?

When your bank feed is ready, you’ll be able to download and approve transactions into your company file.

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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