Link Your Bank Feed

Linking your bank feed allows you to automatically import transactions from your bank statement.

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Step 1: Enable the Bank Feed

Note

You can enable one bank feed at a time.

To enable the bank feed:

  1. From the left navigation panel, click Account.
  2. From the Account gray left navigation, click Add Ons.
  3. On the Add Ons screen, to the far right of the Bank Feed row, click the gray OFF switch.
    The Bank Feed add on switches ON and turns green. Toward the upper right of your screen, the bank icon turns displays.

    bank-feed-enabled

Note

It typically takes 48- to 72-hours for your bank transactions to begin feeding.

To link your bank feed to your bank account:

  1. From the left navigation panel, click Accounting.
  2. Atop the Accounting  gray left navigation, click Bank.
  3. On the Bank screen, single-click your bank to highlight it.
  4. From the toolbar, click Action > Link Bank Feed.
    A pop-up screen displays through which to link your bank account.
  5. Click Continue.
    The Select your bank screen opens.
  6. Scroll or use the search box to locate and click your bank. 

The bank prompts you to log in. 

  1. Enter your credentials and click Submit.

  1. Select the account to which you want to connect.
    The system highlights the account.

  1. Click Continue
    In the Bank screen, the bank icon displays next to the account to confirm the linked bank feed.

Once your transactions begin to feed, you can confirm matches, add missing transactions, and delete unwanted transactions.

Updated on March 17, 2022

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