ANSWER ID:36142

You can register your client as a BankLink Books (Offsite) Secure client, so that they can retrieve their transaction data via BankLink Secure directly into BankLink Books.

To start this process you will need to first send Client Services a BankLink Secure Client order form.  Please select the correct zone to download the form.

• Australia
• New Zealand

How do I setup a BankLink Books (Offsite) Secure client?

1. Client Services will setup a BankLink Secure Code and you will receive an email with the client s BankLink Offsite Secure Code.
   
2. A BankLink Support Analyst will advise the accountant a 4 digit PIN number over the phone.
   
3. Open the Client File in BankLink Practice.
   
4. Select Other functions > Client details.
   
5. Click on the Options tab.
   
6. Tick the checkbox Allow client to download directly via BankLink Secure.
   
7. Enter the BankLink Offsite Secure Code into BankLink Secure Code field.
   
8. Click OK.
   You can now proceed to do your first Books (Offsite) Secure Client data download.

How do I download data for a Books (Offsite) Secure Client for the first time?

MYOB BankLink recommends that the accountant performs the first data download on be-half of the Offsite Secure client.

1. Open the Client File.
   
2. Click on Other Functions > Download new data.
   
3. Select Connect.
   
4. Enter the Password which you nominated on the Secure Client Order Form sent to BankLink Client Services.
   
5. Once the data is downloaded you will be prompted for a PIN number (advisesd from a BankLink Support Analyst).
   
6. A message will appear confirming the data download is complete.  
   
   At this time you may not have transactions downloaded if we have not started receiving transactions from the bank(s).  That's fine as it has downloaded the bank accounts attached to the Offsite Secure Client and authenticated the Offsite Secure code, ready for the next download.
   
7. Click OK.
   The Data Download page closes and you can now send the file to your client.

Instructions on downloading data using BankLink Books

1. Get the Client File from the accountant via an email attachment or BankLink Online.
   
2. Open the Client File in BankLink Books.
   
3. Click on Other Functions.
   
4. Select Download New Data.
   
5. Click on Connect.
   BankLink advises to wait until a message confirming data download has complete shows.
   
6. Click OK.
   The Data Download page closes.