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Set up direct bank feeds in Reckon One

Learn how to set up direct bank feeds so you can access your bank transactions in Reckon One. Learn more about direct feeds to decide if they're right for you.

Before adding a direct feed

Before adding a direct feed, check with your bank for any specific requirements. For instance, many business banking accounts require you to have access to internet banking to enter your Reckon user ID to connect your feeds. Some banks may ask you to complete a paper form for us to send to your bank institution.

It can take up to 10 days to see your transactions come through.

Direct feeds will not provide historical transactions. They only provide transactions from the date of activation with the bank.

Add a direct bank feed

  1. In the Reckon One Banking menu, select Bank Connections.
  2. Select Add feed or click the Connect Existing Feeds link to select any bank feeds that were previously created in your Reckon account but are not currently linked within a Reckon One book - Bank Connections.
  3. Select your Bank. The list of banks is split into 2 sections, with popular banks appearing at the top, and all banks appearing below.
  4. Choose an Account type.
  5. Select Yes or No against Is this a business account with a non-individual account holder (such as a company, trust, or partnership)?. This question helps us understand whether we need to give you extra guidance on setting up specific bank feed types. If in doubt, select Yes.
  6. Click Next.
  7. You'll be shown bank feed options that are suitable for your bank and account type. To set up a direct feed, click Continue with direct feed. If you don't see this as an option, you'll need to read up on and choose from the bank feeds options that are shown for you.
  8. Depending on your bank, we will require you to either log in to your bank's online platform and go through a set up process, or to enter account details and sign and upload a paper form.
    1. If you're prompted to log in to your bank and set up, follow the instructions given on the screen, then once finished, click Continue to go on to link your new feed to your Reckon bank account.
    If you're with ANZ, you'll be prompted to Save and finish. This will take you to the Bank connections screen, where you'll need to click Connect existing feeds, the select your feed from the dropdown list. Then you'll need to link your feed to a Reckon bank account to begin seeing transactions.
    1. If you're prompted to enter bank account details to create the feed:
      1. Enter your Account name, BSB and Account number, then click Save and continue.
      2. Download and complete the authorisation form, then upload the form and click Save and continue to go on to link your new feed to your Reckon bank account. You can skip this step and complete it later on the Bank connections screen instead.

Download direct feed authorisation form from Bank connections screen

If you choose to complete your feed authorisation form later, after setting up your direct feed, you can do this on the Bank connections screen:

  1. In the Reckon One Banking menu, select Bank Connections.

To download a feed authorisation form:

  1. In the Actions column, next to the feed you wish to download the form for, select the icon with the down arrow (when you hover over the icon it will say Download feed form). 
  2. Select the link to download the form. 
  3. Print and sign with a black pen using an authorised signature with your bank. Do not sign with an electronic signature. You will need to photocopy and upload the form to us or you can email it to bankdata@reckon.com.

To upload a feed authorisation form:

  1. In the Actions column, next to the feed you wish to upload the form for, select the icon with the up arrow (when you hover over the icon it will say Upload feed form). 
  2. Select Upload form. 
  3. Select the form from your files. 
  4. A confirmation message will show. 
  5. Select Close. 

Paper forms can take up to 10 days for the bank to process. Any incorrect data on the form may cause delays.

Read more

Need more help?

Ask the Reckon Community at: https://community.reckon.com

Or Log a Support Ticket: https://www.reckon.com/au/support/

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