Skip to content
← For small businesses

Enter your idea

'Bank - Fetching bank statements and check files' has been merged into this idea

For small businesses: Accounting features

Categories

(thinking…)

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

16 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Stephanie Anderson shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • 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.