Bank Feeds dialog

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Before you can start using Bank Feeds, the client must first grant you permission to access their account information. The application will send an email message to the client to request that they register and link their account. Specify the client email address where the application will send the registration email.

The drop-down list for the client email address field includes all contacts for whom and email was entered in the Additional Contacts dialog (accessed by clicking the Ellipsis button in the Additional Contacts section of the Setup > Clients > Main tab) associated with the client.

After the client successfully completes the registration and linking, the application sends your firm an email to let you know that the account is ready for Bank Feeds. Enter the firm email address where the application will send this email.

Related topics

Bank Feeds overview

Linking client bank accounts to Accounting CS

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