Hey Robert-Ng--CPA--CA,
Using bank feeds to automatically keep your books updated with all your transactions can make reconciling and filing taxes much quicker. I'll gladly help get this sorted so we can get back to saving you time. The first thing to have a look at is how the account is set up. You can see additional details about a specific bank connection in just a few easy steps.
- Head to the Banking tab.
- Select the bank account in question, then click on the pencil icon in the top-right of the blue rectangle (if you don't see the blue rectangle, you'll need to expand it by clicking on the downwards arrow right beneath Add account).
- Select Edit account info.
- Under Account Type, make sure the credit card is set up with the Credit Card account type, and that the bank account is set up as Bank.
- In the bottom right of the window that appears, you'll see Connected to with some additional details about the bank account.
If it appears to be the incorrect account, I recommend getting in touch with an agent to look into this further and reconnect the account. This article includes the steps to disconnect an account, as well as some important things to keep in mind before disconnecting: Disconnect or delete an account from the Downloaded Transactions page
If it appears to be the correct account, or if you can't see enough details to make sure, please reach out using one of the methods below. One of our agents will be happy to look into this further.
Phone and Chat: Click Contact Us to learn how to reach phone and chat support.
Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)
Social Media: Facebook and Twitter from Monday to Friday between 9 a.m. and 8 p.m. ET
Hope this helps get your bank feeds up and running!
