Linking client financial accounts to Accounting CS

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

Before you can view and import your clients’ transactions through the Bank Feeds Dashboard, the client must first grant your firm permission to access their sensitive financial data, accept the license agreement, and link their financial account (such as checking account, savings account, other bank account, or credit card account) to Accounting CS. This is a multi-step process that protects your firm by eliminating the liability of managing their passwords and keeping their login information secure.

See also: Video: Setting up and using Bank Feeds

Initiate account linking

These steps are to be completed by the accountant.

  1. Click the Link Account button in either of the following locations.
    • In the Bank Feeds section of the Setup > Bank Accounts > Main tab. Verify that the correct client is selected in the upper-right corner of the screen, highlight the account to link, and then click Edit.
    • In the Action column of the grid in the Firm Bank Status portlet. Click the button in the row with the correct client and financial account combination.


    • If your firm uses Virtual Office CS or Software as a Service (Saas) to access Accounting CS and other CS Professional Suite applications, or if your firm is licensed for NetFirm CS, you will need to use your CS Professional Suite account login (Thomson Reuters ID and password) to access the Accounting CS Bank Feeds feature. For details, see Using your CS Professional Suite login to access Accounting CS Bank Feeds.
    • If the Link Account button is not available, ask your Accounting CS administrator to verify that your security group has permission to link accounts (under Setup Menu > Bank Accounts > Main tab on the Accounting tab of the Setup > Firm Information > Security Groups screen).
  2. In the Bank Feeds dialog, select the account holder’s email address. The drop-down list includes email addresses for all contacts at the selected client’s offices (all locations). If the account holder’s email address is not in the list, click the Add a contact link next to the drop-down list.
  3. Enter the email address for the staff member in your firm who should be notified when the client has completed the process for linking their financial account to Accounting CS. By default, the application enters the email address for the staff member who is logged in to Accounting CS to set up the account link. But you can change the email address if necessary.
  4. Click OK, accept the terms of the license agreement, and then click OK again.

Link an account

These steps are to be completed by the client.

After you complete the steps above, the application sends a registration email to the client. Instruct your client to follow the steps below.

If the client's financial institution uses multi-step authentication for logging in to the account, Accounting CS may not be able to link that account.

Note: If you send more than one registration email to the client for this account, only the link in the most recent email is valid. Each time you send a new email, Accounting CS invalidates the previous one.

  1. Open the registration email and click the Register Now button.
  2. Read the Software License Agreement and click Agree.
  3. In the Link Accounts screen, search for your financial institution and then select the appropriate financial institution from the search results. Show me.
    Search for bank
  4. In the login screen, enter the username and password you use to access this account, and then click Submit. Show me.
    Log in
  5. The application displays the accounts associated with your login information. Review the accounts and verify that the account you want to link is listed. Show me.
    Acounts list
  6. Your account is not yet linked at this point. You must click the All Done button and then select the account to link in the next screen.
  7. In the next screen, click the Link To This Account button for the financial account you want to link. Show me.
    Select account
  8. After the application successfully links the account, close your browser window.

Start using Bank Feeds

After your client successfully links their financial account to Accounting CS, the application sends you an email message to let you know that the account has been linked and is ready for you to set up Bank Feeds!

Use the Bank Feeds Dashboard to view your client's transactions.

Related topics

Bank Feeds overview

Internal notes

At this time, some users are having trouble linking bank accounts if they have multi-factor authentication (MFA) enabled for their CS Web account. We need to encourage them to continue using their strict security protocol. They should not disable MFA just so that they can use Bank Feeds. TR highly encourages all firms and clients to use MFA to protect their data. Development is working on a solution resolve to this conflict with Bank Feeds.

Some users have also had trouble linking accounts if the client’s bank has implemented MFA. Again, we must recommend that they do not disable MFA on the bank’s side either. As we find out which banks and financial institutions are not compatible with Bank Feeds linking, TR is working with those institutions to make them compatible. 

Share This