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If your firm's licenses require an additional login to access Bank Feeds, Accounting CS opens the CS Professional Suite Sign In dialog when you access Bank Feeds features in either of the following locations.
The login information to use depends on the applications your firm uses. To determine which login information to use in this dialog, look for the <application name> Security Help link below the login fields. Show me.
- <Onvio> – Use your Onvio account login.
- <CS Professional Suite> – Use your Thomson Reuters ID and password.
For details, see Using your CS Professional Suite or Onvio login to access Accounting CS Bank Feeds.
As a safety measure, you may be required to enter additional login information to access Bank Feeds. The table below lists the account information you need to use.
Installation location | Licensed for Onvio | Licensed for NetFirm CS | Login information for opening Accounting CS |
Login information for accessing Bank Feeds |
---|---|---|---|---|
Desktop | NetStaff CS | Onvio | ||
Desktop | Onvio | No additional authorization required | ||
Desktop | NetStaff CS | Thomson Reuters ID and password | ||
Desktop | Thomson Reuters ID and password | No additional authorization required | ||
Virtual Office CS | NetStaff CS | Onvio | ||
Virtual Office CS | NetStaff CS | Thomson Reuters ID and password |
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Click here to view a workflow that shows which credentials to use for accessing Bank Feeds when running the desktop version of Accounting CS.