Connecting Your Bank Account To QuickBooks Via Direct Feed

In this article, we will discuss how you can connect your bank account to QuickBooks via Direct Feed. And why you need to connect it? To get help from our expert, you can also dial our toll-free number +1-855-441-4417.

What are Direct feeds?

A direct data feed that sends your regular transaction information directly to your accounting software. With a QuickBooks direct data feed, once you’ve completed the simple set-up, the updates are automatically sent through on a daily basis. And because it’s automatic, the chance of data error from the manual entry is considerably reduced.

Direct feeds provide a secure and reliable connection between your bank account and QuickBooks, ensuring data accuracy with regular and automatic transaction updates. When QuickBooks connectivity is accomplished, It can also obtain transactions while not requiring further bank sign-in information – It will save your time!

Read also: How to change your Direct Deposit Bank Account in QuickBooks

What types of accounts are eligible for Direct feeds?

QuickBooks support Direct feeds for business and persona; accounts at HSBC, Nat West and Royal Bank of Scotland, Heritage Bank Limited, BDCU Alliance Bank (Berrima District Credit Union), and many more.

Note: Direct feed does not supported Personal and credit card accounts at this time.

There are three types of direct feeds are as follows:

  • Direct feeds
  • Yodlee feeds
  • PayPal feeds

Steps to connecting your bank account to QuickBooks via direct feed:

Sign up Direct Feed

Method 1: If you already have a Standard Feed Account

If a Standard feed account already exists, then go through the following steps:

  • First of all, login to QuickBooks Online.
  • Then select Banking from the left menu. This will open the Bank and Cards page.
  • After that, select the Standard feed account and in the information message, ‘It’s time to improve how you get your transactions. Take a few steps now. It’s free!’ click Get a better connection.
  • Follow the on-screen instructions to add a bank account. We then create the Client Authority Form (CAF), for you.
  • Print the form and hand-sign the form. If there are two signatories, both signatories will need to sign the form. If more than two, then all signatories need to sign the form.
  • Post the form to Intuit, PO Box 73145, London EC3P 3DH

Read also: When do direct deposits post in QuickBooks?

Method 2: If you don’t have a Standard Feed Account

If a Standard feed account does not already exist and you would like to set-up the Standard feed first:

  • Login to QuickBooks Online and select Banking to the left menu. This will open the Bank and Cards page.
  • If you already have an account connected then click Add account in the upper right.
  • Follow the on-screen instructions to add the Standard feed account.
  • On the Banking page, select the standard feed account.
  • In the information message, ‘It’s time to improve how you get your transactions. Take a few steps now. It’s free!’ click Get a better connection.
  • Follow the on-screen instructions to add an account and then create the Client Authority Form.
  • Print and hand-sign the form, if there are two signatories then both need to sign the formIf more than two, then all signatories need to sign the form.
  • Post the form to Intuit, PO Box 73145, London EC3P 3DH.

Method 3: If you don’t want a Standard Feed Account but want to sign-up for Direct Feed.

If you don’t want to start with a Standard feed account, but would like to go straight to setting up a Direct feed account:

  • Login to QuickBooks Online and select Banking from the left menu. This will open the Bank and Cards page.
  • If you already have an account connected then click Add account in the upper right.
  • Select the bank for which you would like to set-up the Direct feed account.
  • At the bottom of the screen, click I’m a pro, See another option
  • Follow the on-screen instructions to add a bank account and then create the Client Authority Form.
  • Print and hand-sign the form, if there are two signatories then both need to sign the form.
  • If more than two, then all signatories need to sign the form.
  • Post the form to Intuit, PO Box 73145, London EC3P 3DH.

QuickBooks Bank Connect- Desktop Version

How To Connect your Bank Account Into QuickBooks Follow These Steps:

Step 1: Find your Bank

QuickBooks Online Subscription
  • From the top menu bar, click on the Banking and then go to Bank Feeds< Setup Bank Feed for an Account option.
  • After that Bank Feed Setup window will open.
  • Here, the first step is to find your bank.
  • You can either type the name of the bank or the financial institution in the Enter your bank’s name field or choose from the list of popular banks at the right.

Step 2: Connect your Bank to QuickBooks

QuickBooks Online Subscription
  • In the second step, you need to enter the User ID and password in order to connect your bank with QuickBooks.
  • If you have any trouble while doing this or face any error then you have the contact information of your bank or financial institution at the right of the screen.
QuickBooks Online Subscription
  • In the third step, click on the QuickBooks Accounts drop-down menu and from here you can either select an existing account or create a new QuickBooks account.
  • All the bank feed transactions will be downloaded into the QuickBooks accounts that you have selected here. Therefore, it is important to link the correct bank accounts with the correct QuickBooks accounts.

Step 4: Success, now your account is linked in QuickBooks

QuickBooks Online Subscription
  • In the step four, Success message will appear on the screen as soon as bank account link with the QuickBooks account. Click on the Close button to complete the process.

The Bottom Line

If you cannot connect your Bank Account Into QuickBooks Via Direct Feeds, we are here to help you with QuickBooks Connectivity.

We hope this article will be helpful to you. Furthermore details about it or having any query, you can get in touch with our executives of the technical support team. You need to dial our QuickBooks Support Helpline Number +1-855-441-4417 to get instant help with the best service.

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