Connect an Australian bank or credit card account

1. In the navigation bar, click Transactions > Banking.

2. If you already have an account connected, click Add account in the upper right.
   1. Follow the on-screen instructions to select the bank or credit card you want to connect to.
      • If we ask you for your bank website's sign-in info, we'll connect the account with a standard connection. Go to If your account will use a standard connection.
      • If we ask you for your bank account info like its account number and branch name, we'll connect the account with a direct-feed connection. Go to If your account will use a direct-feed connection.

      To learn more about standard and direct-feed connections, go to About Australian bank and credit card connections.

If we ask you for your bank website's sign-in info:

1. Enter your bank sign-in info and click Connect. QuickBooks connects to your bank.
2. Find the account you want to connect to.
3. Select its account type from the drop-down menu. A tick appears on the account.
4. To connect additional accounts, just select each one's account type so its tick appears.
5. Click Connect.
6. Select how many days of transactions you want to bring into QuickBooks.
7. Click Next. QuickBooks brings your transactions into the For Review tab on the Banking page. You're on your way!

8. If you're new to connected accounts, learn how to review, add, and match your transactions from the For Review tab into your books.

For standard connections, QuickBooks automatically gets your transactions nightly however, there are some exceptions. Learn more about Australian bank connections.

Lucky you! If we ask you for your bank account info, your account is eligible for a direct-feed connection.

1. Complete all the fields so they match exactly what you have at the bank. This is important because the approval process takes up to 10 business days and if anything is incorrect, you'll need to start over again.
2. If there are two bank account holders, enter the information for both.
3. In the QuickBooks account field, if you can't find the right type of bank account, create a new one.
4. After you enter your bank info, click Next.
5. Click Print the form. QuickBooks opens a new browser tab with your authorisation form.
6. Double-check your info one more time.
7. Print the form.
8. Go back to the browser tab with QuickBooks and click I'll sign and post the form.
9. Click Return to the Banking page.
10. Hand-sign the printed form. If there are two account holders for the bank account, both need to hand-sign the form.
11. Post the form to the address on the form.
12. Wait while Intuit and your bank approve the connection. This can take up to 10 business days. Then your bank will start sending your transactions from the approval date forward. No historical transactions will be sent to QuickBooks.
13. To get historical transactions, wait until your bank starts sending you the direct-feed transactions. Then you can go to your bank's website and download the transactions that occurred before your direct feed started.
14. To check the authorisation status of the account, go to its banking page. You can find any messages there.  In the navigation bar, click Transactions > Banking.

15. If you're new to connected accounts, learn how to review, add, and match your transactions from the For Review tab into your books.

16. To connect another account, go to Connect an Australian bank or credit card account and repeat the same steps for each account.

For direct-feed connections, your bank sends your transactions to QuickBooks nightly, Monday through Friday. Each bank sends transactions a little differently.