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Nab set up xero bank feeds. What are the Steps to Setup Bank Feeds in XERO Account?
Log into Internet Banking to get started. Bank feeds allows your bank transaction details to be sent straight to your accounting software, instead of manually entering them yourself. Bank feeds allows your bank transaction details to be sent straight to your accounting software, instead of manually entering them yourself.
Nab set up xero bank feeds
This article is for small businesses who use Xero. Add your bank accounts in Xero, check they’re eligible, then apply online or by application form. Everyday day-to-day accounts such as Personal transaction accounts and Business accounts. If you haven’t already, add your bank account in Xero. If this is the first time you’re setting up direct feeds online, you need to agree to the Setup Xero Bank Feeds terms and conditions.
Select the bank accounts you want direct feeds for, then click Share with Xero. Click Navigate to Xero. Select the Xero organisation and Xero bank account to assign to each feed. Click Connect. Complete an application form if you use NAB Connect, don’t have online banking or your accounts require multiple signatures. Download and complete a separate form for each organisation in Xero that you want a feed for. Make sure your signature matches the signature that NAB has in their system so they can process your application.
If you need two signatories on your accounts, make sure you include both on your application form. If you want your direct feed to start at a future date, please also note this date on your form. Your feed will start within 10 working days. You need to repeat these steps for each NAB credit card you want to transfer to a direct feed. In the Accounting menu, select Bank accounts. For the account you want to transfer, click Manage Account , then click Deactivate Feed.
Click Manage Account , then click Edit account details to change the name of the bank account. Click Save. On the Dashboard, click Get Bank Feeds , then apply for your feed online. When the direct feed starts, check that you don’t have any missing or duplicate transactions. If you do, manually import any missing transactions or delete any duplicates.
If a bank statement hasn’t imported as expected, check our disruptions to bank feeds page to see if there’s a known delay.
Ask our community of customers, accountants and bookkeepers. Skip to main content Search icon Search Xero Central. Transactions will appear in Xero every Tuesday to Saturday by 8. Apply online to get feeds the next business day If you haven’t already, add your bank account in Xero. Login to Xero. Your feed will start the next business day. Apply by application form to get feeds within 10 working days Complete an application form if you use NAB Connect, don’t have online banking or your accounts require multiple signatures.
Email your completed form to directlink nab. What’s next? Still have questions? Start a discussion Ask our community of customers, accountants and bookkeepers. Contact Xero support Raise a case with our support team.