What Basiq is
Basiq is the bank-feed provider that OneBookPlus uses to receive your transaction data. You authorise Basiq to retrieve your transaction data on your behalf, for the accounts you choose, and you can revoke that access at any time.
We use Basiq because they securely manage the connection to your bank and deliver a clean daily feed into OneBookPlus.
Setting up a connection
From Accounting → Bank Feeds → Connect a bank:
- Pick your bank from the supported list (100+ Australian banks, including the big four, ING, Macquarie, Bendigo, Bank of Melbourne, ME Bank and most credit unions)
- You are redirected to Basiq's secure connection screen
- Log in with your bank credentials — these are handled securely by Basiq, not stored by OneBookPlus
- Select which accounts to share (you can pick a subset)
- Confirm the connection
- Approve
You are returned to OneBookPlus. Within a few minutes, your historical transactions (up to 24 months back depending on your bank) are imported and your daily feed starts flowing.
What the feed contains
For each transaction: posting date, amount, description, balance after, and a reference number where the bank provides one. No personal data beyond what is required to identify the transaction. Your bank login is handled by Basiq and is not stored in OneBookPlus.
Connection expiry
A bank-feed connection eventually needs to be renewed. OneBookPlus surfaces an amber banner 30 days before expiry, and a red one in the final week, so you can renew before the feed stops.
Renewal is the same flow as initial setup — pick the bank, authorise through Basiq, redirect back. No transaction history is lost across the renewal.
Revoking access
You can disconnect at any time:
- In OneBookPlus: Bank Feeds → the connected account → Disconnect
Disconnecting stops new transactions flowing immediately. Historical data already imported stays in your books — it is your data and you decide what to do with it.
When the feed misbehaves
If a day's transactions do not appear, check Bank Feeds → the account → Last sync timestamp. The most common cause is the bank requiring re-authentication (which happens periodically for security). The page will show a yellow Re-authorise button if so. Click it, complete the bank login flow, and the feed resumes.
