Quick reference guide for bank feeds

Bank feeds—Overview

Enable bank feeds

Connect an account to a bank feed

About financial institutions

Create a financial institution

Map accounts to a financial institution

Recommended standard connections for bank feeds

Connect to a premium bank feed using AccessPay

Connect a Bank of America account to a bank feed using CashPro

Connect to a bank feed using FISPAN

View bank transactions from a bank feed or import file

Receive customer payments from bank transactions

Ignore duplicate bank feed transactions

Refresh a bank feed

Set the time stamp on bank feed transactions

Bank feed status descriptions

Bank feeds FAQs

Field descriptions: Banking cloud tab

Missing transactions from a bank feed

Reauthorize login credentials for a bank feed

Login to your online bank using different user credentials

Set the banking cloud time zone for an account

Can't connect to a bank account

Check your bank feed connection status

More troubleshooting topics

Connect a cash account to a bank feed