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HOW TO CONNECT (OR DISCONNECT) BANK FEEDS

Set up a data feed to link your business bank account to your accounting software. Connect to Xero, QuickBooks, MYOB and more.

What is a bank feed?

A bank feed, also known as a data feed, links your business transaction account with your business accounting software.

Why set up a bank feed?

Bank feeds could save you time on manual data entry and reconciliations and help to provide better visibility and control over your finances.

What accounts can I connect to bank feeds?

You can connect any eligible business or personal account*, including all transaction accounts and saving accounts. Please note, this does not include joint accounts or credit cards. If you’d like to connect your credit card transactions in Online Banking, you can export a list. Learn more on exporting transactions.

What online accounting software packages can I connect?

We currently provide bank feeds for the following providers:

 

  • MYOB
  • Xero
  • QuickBooks Online
  • BGL Corporate Solutions
  • CAPIFY
  • CLASS
  • Desktop Super
  • Eagle Shared Services
  • RECKON
  • SAASU
  • Sage
  • SISS Data Services
  • SuperConcepts

 

 

 

If you do not see your provider on the list, we cannot connect to that service.

How do I connect a bank feed?

Before you can connect your accounts in Online Banking, you’ll need to set up a bank feed with your online accounting or third-party software provider. Contact your provider to find out how.

 

Once you have established a link to your preferred third-party, follow the steps below:

 

  1. Sign into Online Banking from a desktop
  2. Select Service
  3. In the Account service section, select Bank feeds
  4. Select an account (or multiple accounts), then select your pre-connected accounting provider under To third party service provider 
  5. Select Connect feed.

 

Note: If you are changing your third-party service provider or a User’s access levels, you will need to disconnect your current bank feed before proceeding. 

 

How do I disconnect a bank feed?

  1. Sign into Online Banking from a desktop 
  2. Select Service
  3. In the Account service section, select Bank feeds
  4. Select the Disconnect feed tab, then select an account (or multiple accounts)
  5. Select Disconnect feed.
Things you should know

*Not all accounts are eligible to be connected via a bank feed. Non eligible accounts include loan accounts and accounts requiring multiple authorisations for transactions.

The products and services offered by these Third-Party Service Providers may be subject to terms and conditions and fees and charges.  Westpac does not guarantee or endorse the services or products offered by these Third-Party Service Providers.