How to...?.

In this manual chapter we will put all most frequently questions we get from our clients on how to…?

How can i Reconnect the Bank account?

If you had connected your bank accounts before and they were disconnected, you need to reconnect it.

Follow these steps:

1. In the Accountant Role Centre, click on the icon "Connected Bank accounts"

2. Select the connected bank account line and click "Reconnect" in the action pane.

3. Assisted setup for connection, with saved bank connection values will open, check it, change if needed and go through further bank connection process.

Proceed with bank authorization, and then it's Done click Finished.

How to see connected Bank Accounts and connected Organization?

To see connected bank accounts and connected Organization (important only for those who have more than one company connected with the same user account):

1. Open Integration Setup (Bankfeed) page.

2. In action page select Connected Bank Accounts.

If necessary, you can also disconnect the accounts in the Edit - Bankfeed connected bank accounts window by clicking Disconnect.

If you want to switch companies just select other by clicking three point button. (Company name here must match company name in BC):

How to change/delete API key?

To change API key:

1. Open Integration Setup (Bankfeed) page.

2. In Actions pane select Change API Key.

3. Enter the API key.

4. Click OK.

If you change or copy in the new API key you will need to choose organization after it. To choose organization you need to run Assisted setup "Set up Bankfeed Connection".

To Delete API key:

1. Open Integration Setup (Bankfeed) page.

2. In Actions panel select Delete API Key.

3. In the message confirm that you want to Delete, by clicking Yes.