Bank Feed - Connect to existing bank account
If you already have bank accounts setup then you wish to add a bank feed, the bank feed will only create another bank account. It is not possible to merge data or start feeding the data into an existing bank account. The support team has suggested other manual workaround instead.
Please consider adding appropriate functions so for those who have transitioned from other accounting systems and have existing bank accounts or for those who didn't start bank feed right away and would want to do it now to have a much seamless adoption of the function.
Thanks!
Sally Lin
shared this idea
Hi team, if you've set up a bank account and decide to connect a bank feed later on this is possible without having to set up a new bank account in your organisation.
If you've set up a bank account that there is a feed available for, you'll see a 'Get bank feeds' option in the widget on your Dashboard.
If this does not appear you may need to Edit Account Details to make sure these have been entered correctly.
Should you have any troubles through the process, you can raise a case with our team of specialists to check in an confirm the process for your bank account.