We’ll notify you by email when your bank feed is ready, and you can also check the status by clicking Check/update status in the Manage Bank Accounts window. This may take a couple of weeks.
When your bank feed is ready, you’ll be able to download transactions into your company file. To start working with bank feeds, see Approving a bank feed.
Note that the first bank feed you receive will have transactions dated from when your bank feed was approved. Any transactions that occurred while you were waiting for the bank feed to be set up won’t be included. If you want to import and reconcile transactions dated before your feed approval date, you can use the Get Statement feature. To learn how to do this, see To reconcile by importing a bank statement.