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Bank Feed - Ability to manually 'Get statements'

https://quickbooks.intuit.com/learn-support/en-us/help-article/statement-reconciliation/get-bank-statements-directly-bank-reconcile/L6n7CYm9Z_US_en_US

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Stephanie Anderson shared this idea  ·   ·  Report…  ·  Admin →
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  • Gary Leber commented  ·   ·  Report

    This will make life easier to be up to date with reconciliations any time that I want, and also I will not need to check with the bank or credit card facility when I need to review the most recent transactions, as they will be already visible in Xero.

  • Gary Leber commented  ·   ·  Report

    Can Xero arrange for real time importing of transactions, where allowed by the relevant financial institutions, rather than just daily feeds?

  • Sophie Storm commented  ·   ·  Report

    Dext has this ability would be good if Hubdoc could do this too

  • Cris Pagcu commented  ·   ·  Report

    I’d like to suggest enabling the ability to fetch bank statements and check images directly, especially since Xero already offers a bank feed feature.

    QuickBooks Online (QBO) includes this functionality, where statements and checks are automatically retrieved and saved in the file section. It would be helpful to have a similar feature in Xero.

  • Taylor Clouse commented  ·   ·  Report

    Ability for Xero to pull in Check images into the bank feed like QBO does with some banks.

  • Allan Roma commented  ·   ·  Report

    Please add back the Direct bank feed connection to download statements.

    This feature was removed in April 2022, but I don't understand how Xero has a direct bank feed connection with RBC Royal Bank of Canada, but Hubdoc is unable to do this.

    Seems like an easy fix using the same connection with Yodlee.