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Setting up bank feeds

BPA

Hi,

I am trying to set up bank feeds for my Account Right File but it's not working.

Does the file need to be on-line for me to set them up?

Regards

Andrea

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Accepted answers

Deandrea

Hi Doreen,

Yes thanks, we needed to take it on line.

Looking at starting it from tomorrow.

Regards

BPA

All comments

Doreen_P

Hi, @BPA

Glad to hear that it's all good now. Please feel free to post again if you encounter any issues. We are happy to assist.

Best regards,

Doreen

Deandrea

Hi Doreen,

Yes thanks, we needed to take it on line.

Looking at starting it from tomorrow.

Regards

BPA

Doreen_P

Hi, @BPA

Were you able to set up your bank feeds? Please don't hesitate to reach out if you require any further assistance with this. We are delighted to assist you.

Best regards,

Doreen

Doreen_P

Hi, @BPA

Thanks for your post.

Sorry for the delay in response.

When setting up bank feeds, the file needs to be online as it is part of the Live Services. When you tried to set up bank feeds, did you receive any error messages? If you can attach a screenshot of the error, so we can investigate it further. Please make sure to remove sensitive information before posting in the Forum. You may also check The Help Articles: Manage bank feeds and Put your company file online for further information.

Please let us know if you require any further assistance with this. We are eager to hear back from you.

Best regards,

Doreen