Bank Feeds overview

Alerts and notices
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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

The Accounting CS Bank Feeds feature enables accountants to import bank transactions directly from a client’s bank account into Accounting CS. This can save time and headaches during data entry and bank account reconciliation, and it gives you real-time access to the transactional data that impacts your client’s financial accounts. Each client can link an unlimited number of bank accounts to Accounting CS for Bank Feeds.

Bank Feeds is available to all Accounting CS clients, but it is not available to clients who are licensed for Workpapers CS only.

Note: For clients who use Accounting CS Client Access, there is no additional fee for you to use the Bank Feeds feature for their accounts. For clients who do not use Accounting CS Client Access, there is a service fee of $5 per month for each client for whom you use the Bank Feeds feature. If you would like to evaluate the benefits of using the Bank Feeds feature, we will waive the additional fee for up to three of your clients.

Setting up bank feeds

Linking client bank accounts to Accounting CS

Using your CS Professional Suite login to access Accounting CS Bank Feeds (Virtual Office CS and Software as a Service users only)

Bank Feeds Dashboard

Bank Feeds Dashboard

Bank Feeds portlet

Client Bank Status portlet

Firm Bank Status portlet

Bank Feeds procedures

Importing transactions directly from the client's financial institution

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