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Bank Feed not finding all accounts

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James O'Regan

Hello 


I have managed to connect my banking service (based in NZ) and it has found most of my accounts. However there are a few accounts that it didn't find, specifically these are my corporate credit cards.

any thoughts on why this might be the case and how to resolve it or a reasonable workaround?

Thanks


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Rakesh Patel (patr)
Best Answer

Potential Solutions:

  1. Contact Your Bank: Reach out to your bank to confirm whether corporate credit cards are available for connection and if there’s an additional setup required for these accounts.
  2. Manual Entry as a Workaround: Many accounting systems allow you to add accounts manually. You could input the corporate credit card transactions by uploading CSV files or manually adding them if automated syncing isn’t possible.
  3. Check Banking Integration Settings: If your banking service has settings for account visibility or connected accounts, ensure your credit cards are not inadvertently hidden or excluded.
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