bank feed does not get bank transactions

Hi Leo123, 

I know it’s a pain when one file gets its bank feeds, and the other doesn’t, especially when you’re trying to smash through your reconciliations.

If bank feeds stop working, it’s usually something to do with the bank feed setup for that specific file. A few quick things to try in the file that’s not getting the feeds:

1. Go to Banking > Bank Feeds
2. Choose the correct bank account from the dropdown
3. Click Reset
4. Then click Get Bank Transactions

Next, in that same file, go to Banking > Bank Feeds > Manage Bank Feeds:

• If there’s no bank feed listed for that account, it means bank feeds haven’t been set up for this file yet. You’ll need to apply for a feed or move an existing feed to this file.
• If the feed shows as Pending or Cancelled, the application hasn’t fully gone through; it’ll need to be completed or re‑done.

Also, make sure each file that you want bank feeds in is covered by an active subscription, as bank feeds only work for subscribed/entitled company files.

If you’ve run through those checks and it’s still not behaving, the best next step is to get our support team to dig deeper. You can either:

• Log a ticket through your My Account page, or
• Jump onto live chat via MOCA, our virtual assistant,

Regards,
Genreve

Hi Genreve_S​ 

I cannot find reset button buy only refresh. Can you please help me?

And It appears connection issue. I cannot get bank feeds since last time.

Hi Leo123,

You're right, it's the refresh button, not reset. Sorry about the confusion on that one. Once that's clicked, just select Get Bank Transactions and it should refresh the feed for you. If it's still not pulling anything through after that, I'd definitely recommend jumping onto the support link that was shared earlier so the team can check the connection on the backend.

Regards,

Sai