Set up your Bank feeds

You’ll need to add your NAB account number in Xero first. You can do this in by logging in to your Xero Accounting Package and clicking on Select Bank Feeds.

If you’re applying via the manual registration form (see “How do I set up Bank Feeds to my Xero Accounting Package?), your account number in Xero must also match the account number on the form.

NAB Internet Banking is the fastest way to setup Bank Feeds to Xero.

If you don’t have Internet Banking, you can register.

Alternatively, there is an application form for users without Internet Banking, available through the Xero help page.

Set up Bank Feeds in Internet Banking:

1. Login to NAB Internet Banking with your ID and password.
2. Go to Settings/Mailbox > Internet Banking Settings > Setup Xero Bank Feeds. You’ll need to accept the Terms and Conditions to proceed.
3. Select the accounts that you would like to set up for Xero Bank Feeds and click Share with Xero.
4. Click Navigate to Xero.This will take you to Xero and prompt you to log in.

Connect your feeds to your Xero organisation and inputted bank accounts.

1. Login to Xero
2. Under Organisation select the organisation that contains the Xero account which matches the NAB bank account number (on the left).
3. Under Match to account in Xero select the account name.
4. Click Connect.

You’re all done. Your Bank Feeds will be available from the next working day.

Set up bank feeds via application form:

1. Download and complete the application form that can be found on the Xero help page. Complete a separate form for each of the organisation’s Bank Feeds you wish to activate in Xero.
2. Send the completed form to directlink@nab.com.au

You’re ready to go. Bank feeds will start in up to 10 working days.

About the form:

Please ensure your signature has been uploaded to NAB so the form application can be processed. This can be done at any NAB Branch.

If you have two signatories to your accounts, ensure you include both on the application form.

You need to include the BSB and account numbers for each account that you wish to set up in Xero.

If you want your Bank Feeds to start at a future date, please include this date on your form.

• Personal transaction accounts
• Business accounts
• Loan accounts
• Term deposit accounts
• Credit card accounts

Internet Banking

If you set up your Bank Feeds in NAB Internet Banking, your feeds will start on the next working day, and be available in your Xero Accounting Package before 8.30am.

Application Form

If you set up your Bank Feeds with an application form, Bank Feeds will be available in up to 10 working days.

Anyone that is authorised to access your Internet Banking profile is able to share or unshare your Bank Feeds.

If your query is related to:

Registration for Bank Feeds via Internet Banking:

Contact the NAB Business Servicing Team on 13 10 12

Not receiving your bank feeds file in your Xero Accounting Package:

Contact Xero Support – bankfeeds@xero.com

If, after submitting a Bank Feeds registration form, you haven’t received your Bank Feeds file in your Xero Accounting Package after 10 working days:

Contact the NAB Business Servicing Team on 13 10 12