CONNECT A BANK FEED TO YOUR ACCOUNTING SOFTWARE
What is a bank feed?
A bank feed automatically sends your transaction details for your eligible business banking facilities to your accounting software. You can connect any eligible business banking facility1.
Why set up a bank feed?
- Helps with control of your finances
- Helps save time on manual data entry
- Helps make tax time easier
- Connect or disconnect online
What accounting software can I use?
You can link your business accounts to:
- BGL Corporate Solutions
- CLASS
- Desktop Super
- Eagle Shared Services
- MYOB
- QuickBooks Online
- RECKON
- SAASU
- SISS Data Services
- SuperConcepts
- Xero
- Sage
See how simple it is
Connecting your Bank Feeds is easy.
Step 1: You’ll need to register for Bank Feeds with your Third-Party Service Provider
Step 2: Once that has been set up, sign into Westpac Online Banking using your desktop.
Step 3: Go to Service, then select Services.
Step 4: Select Bank Feeds and then select the Third-Party Service Provider where you would like the Bank Feed data sent.
Step 5: You’ll then need to complete the third-party organisation name and email you use to log in.
Step 6: Next, select Account and a list of your eligible accounts will appear in the drop down. Select the account you’d like to connect or if you’d like to add more, choose ‘select multiple’ and then select the accounts which are going to have Bank Feeds data sent to the Third-Party Service Provider. Once complete, you can select ‘submit’.
Step 7: Review the Acknowledgements and Declarations, including our T&C’s. Then select ‘I agree’ and ‘Connect feed’.
And that’s it! You’re done.
*If you want to connect to more than one Third-Party Service Provider, you’ll need to repeat the same steps.
Bank Feeds – helping you save time.
How it works
Before you can connect your account(s) in Online Banking, you’ll need to set up a bank feed with your online accounting or third-party service provider. Contact your provider to find out how.
Once you’ve set up a link with your preferred third-party service provider, follow these simple steps:
- Sign into Online Banking from a desktop
- Select Service
- In the Account services section, select Bank Feeds
- Select your accounting provider under To third-party service provider
- Then select an account (or multiple accounts) under Account
- Select Connect feed.
Once your bank feeds have been activated, the transaction data will be sent to your accounting software provider or third-party service provider on every business day.
Frequently asked questions
You can connect any eligible business banking facilities supported by Westpac and your online accounting or third-party service provider. Not all third-party service providers support bank feeds for all accounts. Once you set up bank feeds with your accounting software, your eligible accounts will appear in the Accounts drop down.
If you’d like to add transactions to your accounting software for business loan accounts, you can export a detailed transaction history, then import it into your accounting software.
Things you should know
- Read the Westpac Online Banking Terms and Conditions (PDF 1MB) before making a decision. Not all accounts† are eligible to be included in a bank feed. Not all third-party service providers support bank feeds for all accounts.
Bank feeds must be set up with third-party service provider before it can be connected in Westpac Online Banking. If your third-party service provider doesn’t appear in the drop-down menu in Westpac Online Banking, you may need to check that your third-party service provider is registered with Westpac. Should there be any changes to your user access or network access levels, you may need to disconnect your bank feed(s) as any access changes won’t impact bank feeds. The products and services offered by third-party service providers are subject to their own terms and conditions and fees and charges. Westpac doesn’t guarantee or endorse the services or products offered by third-party service providers
† Currently Business Credit Cards and Business Term Deposits accounts aren’t available for third-party service provider’s except MYOB. This may be extended to other third-party service providers in the future.