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Important information about your clients' bank feed

SOLVEDby QuickBooks6Updated 1 year ago

As part of Open Banking, QuickBooks is upgrading all current bank feeds with new open banking connection. Benefits of upgrading include:

  • Simple and seamless upgrade experience
  • More accurate, reliable and uninterrupted bank feeds
  • Real-time reconciliation to see an up-to-date view of all your business finances in one place
  • Smarter cash flow management

When these new feeds go live, you’ll see a banner on the Banking menu or Transactions menu. If you’re the Primary Admin you’ll get an email from us explaining the steps your client needs to take. If you'd like to use our email templates to explain the process to them, you'll find them in the My Marketing Portal.

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Want to learn more about Open Banking feeds? Check out our support site.

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