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

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

Alert
This is only relevant for banks that are NOT in this following list
ANZ
Bank of Melbourne
Bank of Queensland
BankSA
Bendigo
Commonwealth Bank of Australia
Macquarie Bank
National Australia Bank
Rabobank
Rural Bank Limited
St George Bank
Westpac Bank

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.

NotesAssigned GUID will prefill on registration





#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






#12 - Verify your email





#13 - Enter your ABN & confirm




#14 - Follow the prompts to connect your bank feeds