START HERE
Introduction to Bank Feeds
Setup Bank Feeds
After Setup - Reconcile your Bank Accounts
Troubleshooting
- Disconnect and Reconnect a Bank Feed
- How to Revert Bank Feeds Back to Internet Banking
- Incorrect Credentials
- On Line Banking Statement Analysis Screen is Greyed Out
- Understanding CSV Files
- My CSV File Is Not Automatically Opening/Importing
FAQs
- Can Professional Partners Use Bank Feeds?
- Who sees my internet banking login details if I use Bank Feeds?
- How Can I Get Bank Feeds?
- What Banks Are Supported For Bank Feeds?
- Why Should I Use Bank Feeds?
- What Is Multi-factor Authentication (MFA) & How Does It Affect Me?