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Commonwealth Bank feeds in QuickBooks Online move to Open Banking

Australian QuickBooks Online users must move Commonwealth Bank feeds to Open Banking before December 2026; here is the checklist and the connection steps.

Commonwealth Bank feeds in QuickBooks Online move to Open Banking

Australian QuickBooks Online users with Commonwealth Bank (CBA) accounts are in the middle of a forced migration. Legacy bank feeds for those accounts stop working on 3 December 2026. The replacement is an Open Banking connection, and Intuit’s accepted community answer sets out the whole path; we have summarised it here.

The 2026 cutoff for legacy CBA feeds

Open Banking is Australia’s standard for sharing financial data securely. The Australian Competition and Consumer Commission mandates the regime under the Consumer Data Right, and banks are retiring older feed types in its favour. Intuit presents the change as an upgrade: the newer connection delivers real-time data, and you control which apps can reach your accounts.

For CBA customers the practical point is starker. Whatever runs on the legacy feed goes quiet on 3 December 2026, and transactions stop arriving on their own. The vendor has also published a separate notice on the retirement of legacy feeds across Australian banks.

Get your browser and books ready first

The accepted answer opens with a short checklist. Enable pop-ups in your browser first, because the bank’s consent screen opens in its own window. In a Chrome-style browser you select the menu at the top right, open Settings, search for pop-up, and follow the prompts.

Next, clear the decks in your books. Categorise anything sitting in the Pending tab of the Bank transactions page so your records are current before the new feed starts. Keep your mobile phone nearby as well; the bank verifies your identity with a one-time password sent by text.

Where the setup stalls

Two sticking points show up in this migration. The first is the pop-up window; if your browser blocks it, the bank’s consent screen never appears and the connection dies mid-setup. The second is the delegate rule. Business, partnership, and trust accounts cannot be connected at all until a nomination is completed. People who assume signatory rights are enough get caught out here.

Does your account need a data sharing delegate?

Some account types carry an extra step. Under the Open Banking rules, companies, partnerships, and trusts must nominate a data sharing delegate before an account can feed into QuickBooks or any other accounting software. That nomination authorises a person to share data for the account. It is a data-access permission rather than a banking one, and it sits apart from the account’s signatories and who may operate the account.

The Consumer Data Right regime publishes a factsheet on nominating a representative for anyone who wants the fine print. For the nomination itself, Intuit points readers to CDR Ready. That is a free, independent website run by SISS Data Services, an Accredited Data Recipient approved by the ACCC.

How do you connect the Open Banking feed?

The connection runs through the usual banking setup in QuickBooks Online. Open the Bank transactions area and choose to link or add an account. Search for Commonwealth Bank and select its Open Banking listing rather than the legacy feed.

A pop-up then hands you to the bank. Sign in with your normal CBA online banking details, enter the one-time password the bank texts you, and approve the request to share data. You also choose which accounts to share and how long the consent should run. If several CBA accounts exist, tick each one you want included.

Back in QuickBooks, match every shared account to one in your chart of accounts, set how far back transactions should import, and complete the link. The feed then starts delivering transactions into the review queue.

What happens after you connect?

Open Banking consents do not last forever. They run for the term you approved, and the feed pauses when they lapse until you re-authorise it, so diarise the renewal. Re-authorising follows the same sign-in and one-time-password path as the original setup. The accepted answer also covers day-to-day management of the feed once it is live. Users banking elsewhere in Australia are not left out; Intuit maintains a parallel guide for other institutions under the same rules.

The one outcome to avoid is drift. Past the December 2026 cutoff, a legacy feed simply stops, and transactions must be imported by hand until an Open Banking connection replaces it.

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