Having trouble with Bank Integration?

If you’re having trouble seeing transactions that you want to import from your bank try this:

Click on the Banking icon in the toolbar:

Next, click the Edit button to the right of the bank account you’re having trouble with.

Scroll to the bottom of the page and click Disconnect this account.

Confirm that you want to Disconnect.

Now scroll to the bottom of the page and click the Edit button here:

Update the connection to your account:

Click Continue to agree to the terms.

Enter your banking credentials.

Confirm the two factor authentication code, if prompted by your banking institution.

Close that window.

Click Link this account.

Now try importing those transactions again.

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4 responses to “Having trouble with Bank Integration?”

  1. That’s still not working to get my account linked. VERY FRUSTRATING!!!

    • Hi Cathy, I understand Julie is working with you to see if we can help resolve this issue. Linking bank accounts can be very tricky as banking institutions all have different restrictions and requirements around integrations, multi-factor authentication, etc. We promise to do our best to help you get connected. But please know that as much as we wish we were, we’re not successful 100% of the time.

  2. Everything worked for Jan 2022 and Feb 2022. However I have not received transactions for Mar 2022. I followed the steps above and it tells me there are no Transactions to display. Please help.

    • Hi Joe,

      I can see what you’re talking about. Can you try clicking the Edit button next to the account (do this for each account) and on the bottom of the next page, next to the gear look for this: Click here to reauthorize your bank account link. Hoping that bumps it and it imports.

      If that doesn’t work, please provide a screenshot of your March online banking transactions so we can open a ticket with the gateway provider.

      Please reach out to us at [email protected] for the fastest help.

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