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Set up direct bank feeds

Learn how to set up direct bank feeds so you can access your bank transactions in Reckon One and Reckon Accounts Hosted. 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 bank feed

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

2. Select Add feed.
Reckon Accounts Hosted
Before adding a feed, you must create a Bank Data tile in the Reckon Customer Portal (Portal) and link it to the Reckon Accounts Hosted company file.

1. Log into Reckon Portal using your Reckon Accounts Hosted Username/Email and Password.

2. Select Bank Data from the menu on the left of the screen.

3. On the Bank Data Tile in Portal, select the ellipses menu (3 dots in the top right corner) and select Bank Feeds.

4. Select Add Feed.

Now proceed to set up your direct bank feed.

Set up a direct bank feed

After adding the bank feed in your desired product:

  1. Select your bank account Country.
  2. Select your bank feed type as Direct Feeds.
  3. Select your bank from the drop-down list. This list is split into 2 sections, with popular banks appearing at the top, and all banks appearing below.
    The Connect Existing Feeds link will show and allow you to select from our list of bank feeds that were previously created for your Reckon account but are not currently linked to a Bank Data tile in the Reckon Portal for Reckon Accounts Hosted or within a Reckon One book - Bank Connections.
  4. Select Next and then follow the steps for setting up the direct feed:
    1. Enter your bank account details in the Add feed window.
    2. Select Add.
    3. Follow the prompts to either register online or download and complete a bank form.
    4. If completing a bank form, follow the steps below to download and upload your completed bank authorisation form.

Download and upload direct feed authorisation forms

To download and upload a direct feed authorisation form, first navigate to the correct area in your product:

Reckon One
1. In the Reckon One Banking menu, select Bank Connections.
Reckon Accounts Hosted
Before adding a feed, you must create a Bank Data tile in the Reckon Customer Portal (Portal) and link it to the Reckon Accounts Hosted company file.

1. Log into Reckon Portal using your Reckon Accounts Hosted Username/Email and Password.

2. Select Bank Data from the menu on the left of the screen.

3. On the Bank Data Tile in Portal, select the ellipses menu (3 dots in the top right corner) and select Bank Feeds.

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/

How did we do?

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