Link to accounting software - Commercial

Connect commercial online banking to accounting platforms like QuickBooks or Xero via bank feed or screen scraping.


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Before you begin:

  • You will need your online banking credentials.
  • You will need access to your accounting software administrator settings.

Here's how to connect your accounts:

  1. Sign in to your accounting software.
  2. Navigate to the Banking, Bank Feeds, or Connected Accounts section. Naming may vary by platform.
  3. Select the option to add or connect a financial institution and search for Servus Credit Union.
  4. Enter your online banking User ID and Password when prompted.
  5. Select the accounts you want to connect and confirm.
  6. Wait for the initial sync to complete. This may take a few minutes.

Note: If Servus Credit Union isn't listed in your accounting software, contact your accounting software provider to have it added.



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We're here for you every step of the way.

Check out our support centre for step-by-step instructions on new and returning features.

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