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Bank Feeds

Bank Feeds - Initiate account linking

Before you can view and import your client's transactions through the Bank Feeds Dashboard, the account holder needs to grant your firm permission to access their sensitive financial data, accept the license agreement, and link their financial account (such as checking account, savings account, other bank account, or credit card account) to the application. This is a multi-step process that protects your firm by eliminating the liability of managing their passwords and keeping their sign-in information secure.
These steps are to be completed by the firm staff or client staff (if security group permissions allow).
  1. Find out if your financial institution is available for integration with Accounting CS.
  2. Select
    Link Account
     in either of the following locations to open the
    Bank Feeds - Link Account
     screen:
    • Go to
      Setup
      Bank Accounts
      Main tab
      . Select the account to link, then select
      Edit
      .
    • Go to the Action column of the Bank Feeds Overview portlet. Select the option from the row with the bank account you need.
  3. In the Account Holder Email Address section, select the account holder's email address. The dropdown includes email addresses for all contacts at your offices (all locations). If the email address you need isn't in the list, select
    Add a contact
     next to the dropdown.
  4. In the Return Notification Email Address section, enter the email address for the staff member who should be notified when the account holder has finished linking their account. By default, the application enters the email address for the staff member who is signed into Accounting CS, but you can change the email address if you need to.
  5. Select
    OK
     to finish.

This article applies to:

  • Product: Accounting CS
  • Subject: Bank reconciliation

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