Linking your account to external accounting software

You can integrate your Macquarie Business Savings Account with Xero only. For other external accounting software providers, you can manually import your transaction data. 

To integrate your Business Savings Account with Xero, you’ll need to have a Xero subscription. To request integration:

1. Log in to Xero
2. Select Accounting, Bank Accounts and then follow the prompts to add your Macquarie bank account
3. Download the authorisation form and sign the form as per your account’s signing instructions
4. Upload the completed form to Xero.

Once the form has been processed, you’ll receive an authorisation request on your Macquarie Authenticator App which you’ll need to approve. If you don’t have Macquarie Authenticator for your accounts, you’ll receive a notification to download it.

Once authorised, you’ll need to wait approximately two business days for your account, balance and transaction data to populate. Xero will also send you an email confirming the connection has been established.

Please note, we’ll never ask you to give your Macquarie login and password to any third party to share data.

Please refer to Managing account integration with Xero.

You can view and manage your current arrangements to share consumer data in the Macquarie Mobile Banking app and Macquarie Online Banking.

In the Macquarie Mobile Banking app:

1. Select the menu icon 
2. Select Settings
3. Select Connected third-party providers.

In Macquarie Online Banking:

1. In the side menu, select the settings icon on the bottom left-hand corner
2. Select Security settings
3. Select Manage under Connected third-party providers.

If you want to stop sharing your data with Xero, you can do this by selecting stop sharing for each current arrangement.

You can also disable sharing for an account within a data sharing arrangement for accounts held by multiple individuals or for company, trust or partnership accounts by selecting disable. Alternatively, you can disconnect this access in Xero.

To manually import your transactions into an accounting software, you’ll need to generate a transaction report in Macquarie Online Banking.  

1. Select Accounts from the side menu; or first select the menu icon in top left-hand corner to display the side menu 
2. Select the account you want to download the transaction history for 
3. Scroll through the transactions list until all the required transactions are displayed on screen 
4. Select the ‘Download’ icon on the top right and select the required file format (note: only the transactions that are visible on screen will be downloaded - to see more transactions in the download, scroll down on your browser to display more transactions, then click Download). 

You can then manually import your transaction report into your accounting software.