Connecting one bank login to multiple clients.
I would like to be able to link a bank login to multiple clients. So if the client has multiple businesses under one login, I should be able to link the bank feed to each Xero file. Currently I can only have one bank connected to one client if they can see multiple businesses on the same login.
Elizabeth Ruh
shared this idea
Hi Elizabeth, is there a particular bank your client is with that you're looking to connect to multiple orgs? For some bank feeds this is possible, but not all. It'd be good to know what bank you're using that you'd like to do this with.
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Elizabeth Ruh
commented
Hi,
These are the following banks we use and cannot do this with: Chase, Hoosier Hills Credit Union, Old National Bank, IU Credit Union, Fifth Third Bank, Peoples State Bank (they may be too small to have bank feeds at all I have not checked in awhile).