Open Banking - Part 2 - Setting up bank feeds in Cashbook Connect using Open Banking

Open Banking - Part 2 - Setting up bank feeds in Cashbook Connect using Open Banking

Setting up Bank Feeds for Open Banking in Cashbook

Alert

Note - you will need an active ABN number to activate bank feeds via Open Banking

#1 - In Cashbook, open your Chart of Accounts and go to Banks

#2 - Select and open the bank(s) you are adding to Bank Feeds

Fill in these details with your account information and click OK.

#3 - Setting up Bank Feeds

Go to Setup / Bank Feed setup

#4 - If you have already registered for bank feeds, log in now

#5 - If you have not registered for Bank Feeds, create an account and register your email address.

Notes

Assigned GUID will prefill on registration

#6 - Click the verify link in the email you received

#7 - Linking your bank account

Return to Cashbook and go to the Banks tab in Bank Feed setup.

Select your bank and choose OPEN BANKING

#8 - Enable your bank feeds

#9 - Confirm your details are correct.

#10 - Open the attached form

#11 - Click on the link to the ACSISS MyData Portal

#12 - Verify your email

#13 - Enter your ABN & confirm

#14 - Follow the prompts to connect your bank feeds