Bank Feeds overview

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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: Service fees may apply when you use the Bank Feeds feature for your clients.

  • 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 not charge the additional fee for the first three clients you enroll.
  • Before you can begin using bank feeds for your client, you must have a method of payment on file with Thomson Reuters. We will not charge that account until you have enrolled four or more 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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