--- title: How to setup Bank Feeds for Australia and New Zealand description: A guide on the setup process for bank feeds for bank account and credit card transactions in Australia and New Zealand --- [Skip to content](https://knowledgebase.counta.com/knowledge/how-to-setup-bank-feeds-for-australia-and-new-zealand#main-content) English Show submenu for translations ![AccountAbility\_logo\_primary\_fullcolor-1.png\]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png) - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) Open main navigation Close main navigation - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [COUNTA Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en) 2. [Setup Files](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en) 3. [Bank Feed](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#bank-feed) July 16, 2026 # How to setup Bank Feeds for Australia and New Zealand ## A guide on the setup process for bank feeds for bank account and credit card transactions in Australia and New Zealand 1\. **Introduction** Accountability has developed an integration with Basiq, an Open Banking API Platform, to automate the feed of bank and credit card transactions from Australian and New Zealand Banks. The integration will allow clients to use two functions in the system that facilitate processing i.e. - the Bank Reconciliation matching function, allowing the matching of bank entries processed in the system with direct feed of transactions from the bank; and - Corporate Credit Card function, allowing Corporate Credit Card holders to process and submit their credit cards 2\. **Setting up the Bank Feeds** There are a couple of steps involved in setting up the bank feed i.e. 1. Creating the API integration via Basiq 2. Connecting your specific Bank/Credit Card accounts to the relevant bank feeds ### Creating the API integration via Basiq 3\. Navigate to **SET UP FILES \> Company Settings** ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-16/e927e8f8-835c-41ee-a2d6-1aa728a7fc40/user_cropped_screenshot_ddc1f102135e41fc975fa4186c989bd7_text_export.jpeg) 4\. Click the "**API Integrations**" hyperlink ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-16/f5016c9a-dc8e-47b4-b1a8-1797e3d6bd74/user_cropped_screenshot_c72870f4d3fe423d859b0eb5541fc9c9_text_export.jpeg) 5\. Select "**Basiq Banking System**" from the list of integrations ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-16/964e73cb-27b6-4602-bcb6-8a15a7584ae9/user_cropped_screenshot_737b732c1c764ecf83e39964070025ea_text_export.jpeg) 6\. Click **New Token**. This will open up the Basiq integration screen. ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-16/e88921ec-213d-4fb5-a59f-158e5a8f94a0/user_cropped_screenshot_c5617c5da5304dd38d5e122cded87e0d_text_export.jpeg) 7\. NB Basiq will allow you to connect with any ANZ Bank or financial institution that allows Open Banking data feeds to be established. Click **Approve** to consent to proceed. ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-16/d48261cb-3b74-4002-8466-1ac3774b144c/user_cropped_screenshot_b8e5c1a40c9f4cc996bae1f4be6df1cf_text_export.jpeg) 8\. The next screen will display the list of Australia and New Zealand Banks that are available to create integrations with. Click on the relevant Bank/Financial Institution’s Logo. ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-16/65aa7473-c8c8-4beb-908c-bde5dcd20578/user_cropped_screenshot_77a9aab689514856aa586f3401c21ef8_text_export.jpeg) 9\. In this example, NAB was chosen, which then opens up a portal to NAB. ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-16/5b26f015-0a8c-4dbf-81b9-b53b338c3865/user_cropped_screenshot_7e2eade6b3e24432ab18f1486d7c02c4_text_export.jpeg) 10\. - Enter the details as requested. In this example, the NAB ID is used to send a security code to your phone number. - Enter the security code after you receive it. - Click Next. - The next screen should then display your account profiles. - Your banking credentials will govern which specific accounts and access rights you have. - If you are not able to view all your banking profiles, then it likely means that there is an issue with your profile or access rights. - Your bank may separately require you to complete written authorization to establish bank feeds and even set the appropriate acknowledgment on your online banking site. - If you have any issues with your profile or access rights, we recommend you contact your bank representative. - Click on the relevant profile. - Nominate the specific accounts you wish to link for bank feed. - Click Next, and a message should appear confirming that the link has been successfully created. ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-16/aa651ca8-e791-4d0e-b9b3-a350080cadd3/user_cropped_screenshot_9f3b6625e38c4ee88098f1bafac659c4_text_export.jpeg) 11\. **Connecting your specific Bank/Credit Card accounts to the relevant bank feeds** Once you have successfully created the banking tokens, you will need to connect the bank account (s) and/or credit cards to these account feeds. ### Bank Accounts 12\. Open up the relevant GL account for the bank account by navigating to **Accounting \> General Ledger \> General Ledger Accounts** menu The next day you should see 2 text boxes appear i.e. - **INTEGRATION BANK ACCOUNT** with a drop-down menu displaying the various bank accounts you have linked; and - **INTEGRATION START DATE**, where you can set the date for the data flow to commence Once they do select the relevant Integration Bank Account and integration date from the drop down menus - NB the actual bank feed will take a day or two to flow through ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-16/4efcc0a8-0819-4dd5-842b-f6cb26d66cfa/user_cropped_screenshot_bf8403e6fa774184bc5c9e22c45ab847_text_export.jpeg) ### Credit Cards 13\. You will need to create a Credit Card Holder for each of the Credit Cards. This is done from the **Manage \> Manage Credit Cards** menu. ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-16/9554fee7-d951-4224-8e04-14b44a568924/ascreenshot_500216739ae4439fb9c0b9adf4b21145_text_export.jpeg) 14\. Click the **Credit Card Holder** hyperlink ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-16/99fc262b-525a-4105-b01d-ffc8ac8d88dd/user_cropped_screenshot_38a2049b990c4b7c9c5061d11e83dedd_text_export.jpeg) 15\. Click **New Credit Card Holder** ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-16/e588f240-1f54-4674-a371-07c335bb6aca/user_cropped_screenshot_d5a5232c2fdc4731b6c599c5daf5d972_text_export.jpeg) 16\. Enter the relevant detail including the CARD HOLDER NAME, CARD HOLDER NUMBER (which you should mask), CARD TYPE, MASTER SUPPLIER, EMPLOYEE AND CURRENCY ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-16/414edfbf-f5ed-4226-8857-99a577cccbb0/user_cropped_screenshot_91e355656e3c41ef9db75c91a6aa8def_text_export.jpeg) 17\. The next day you should see 3 text boxes appear: - **INTEGRATION BANK ACCOUNT** with a drop-down menu displaying the various bank accounts you have linked and - **ACCOUNT OWNER** with a drop-down menu displaying the various credit cards you have linked - **INTEGRATION START DATE**, where you can set the date for the data flow to commence Once they do select the relevant Integration Bank Account, Account Owner and Integration Start Date from the drop down menus - NB the actual bank feed will take a day or 2 to flow through ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-16/ae49eaa3-f65e-4d59-bb59-61f894f5297d/user_cropped_screenshot_ca3ef1ff747244409435aee1c0e77fd4_text_export.jpeg) Tip: For Credit Cards There are 2 ways of checking: 1. Go to the Manage/Credit Cards screen. Credit transactions fed into the system will appear on this screen. ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-16/eeea1435-b57b-40ee-ad63-aa60c15da16c/user_cropped_screenshot_4b98d694c69e4eae911845ec56f19088_text_export.jpeg) Tip: 2. 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