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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.

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Elizabeth Ruh shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Adam Lownds commented  ·   ·  Report

    Be able to have the same Starling account linked to both your sole trader and business Xero organisations simultaneously.
    Currently once an account is linked with one Xero organisation you cannot then link this same account to any other Xero Org. Seems like a basic function a lot of sole traders and small businesses would require.

  • Elizabeth Ruh commented  ·   ·  Report

    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).