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SamP1's avatar
SamP1
Experienced User
6 years ago
Solved

Credit Card Bank Feeds

Hi,

 

I would like to link a credit card to bank feeds in AccountRight Plus Live.  However it seems, that unlike a bank account, the credit card has to be in a company name.  My husband is a sole trader who has credit card in personal name.  Has anyone found a way around this, other than QIF import,  please?  The main reason I'd like to upgrade is to save time on entering credit card transactions.

 

Thanks

Sam

  • Neil_M's avatar
    Neil_M
    6 years ago

    Hi SamP1

     

    All of the currently available bank feeds for each bank can be found on our Australian Financial Institutions. Please note that this doesn’t list each individual type of account offered by each bank, instead they are grouped around more general product groupings like Everyday accounts and savings accounts

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  • IanChait's avatar
    IanChait
    Ultimate Partner
    6 years ago

    Hi SamP1

     

    Some banks do allow it. Speak to your bank as you may be able to change it to a Business Card.

     

    • SamP1's avatar
      SamP1
      Experienced User
      6 years ago

      Thanks Ian

       

      Not CBA.  And they wont give me business CC without business bank a/c.

      Any ideas why a bank wont allow the feed?

      • Neil_M's avatar
        Neil_M
        Former Staff
        6 years ago

        Hi SamP1

         

        it is up to each individual bank as to which accounts they make bank feeds available on. CBA has made the decision to not allow bank feeds on personal credit card accounts. As I’m not part of CBA I cannot speak to why this decision was made.

         

        In terms of moving forward you would either have to import a QIF file or change over to the required bank accounts on the banks end so that you can apply for bank feeds on those accounts