Connecting your Book to your BankData feeds

Legacy KB ID: 5340

Question

How do I connect my Bankdata feed to my bank and credit card ledger accounts in Reckon One?

Answer

You will be able to link to a bank account after you have received notification that your account is active. 

If you have applied to link a number of bank accounts, these accounts may be activated on different days. 
Although the bank account may be made active by the bank, Reckon will not register the account as active until the first transaction is received.

Only the BankData account owner can link the bank ledger account to the bankdata feed.  Once that is done any user with Banking permissions will be able to download and process bankdata. 

Setup

  1. Go to the Banking section.
  2. Select Bank Connections.
  3. To the right-hand side of your Bank Feed, you will see a button that says "Link".
  4. Select your Bank account from the list.
  5. After this, go to Bank Transactions.
  6. Select your bank you have linked.
  7. Ensure the "Feed source" is set to your bank connection.
  8. You can now allocate transactions coming in from your bank account.

  

Need more help? Ask the Reckon Community at https://www.community.reckon.com/

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