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Bank Feeds

Bank Feeds - Link your bank account

Your accountant or bookkeeper has requested that you register and link your bank account to their accounting software. This will grant them permission to access your data through their accounting software and enable them to import transactions and monitor in real time the transactional data that impacts your financial accounts. Your accountant or bookkeeper will save time and reduce data-entry errors, giving them more time to provide you with the best service. Contact your accountant or bookkeeper if you have questions or concerns.
  1. Open the registration email and select
    Register now
    .
  2. Read the
    Software License Agreement
     and select
    Agree
    .
  3. In the search screen, select from the list of popular banks or search for your bank and select it from the search results.
  4. In the sign-in screen, enter the username and password you use to access this account, then select
    Submit
    .
  5. The application displays the accounts associated with your sign-in credentials. Review the accounts to verify that the account you want to link is listed, then select
    Finish
    .
  6. In the next screen, select
    Link To This Account
     for the bank account you want to link.
  7. After the application successfully links the account, close your browser window. Your accountant or bookkeeper will receive an email notifying them that your account has been linked.

This article applies to:

  • Product: Accounting CS
  • Subject: Bank reconciliation

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