Having trouble with Bank Integration?
When having trouble with bank integration, try this:
Click Banking in the sidebar:
Click the Bank Account Details button to the right of the bank account.
Scroll to the bottom of the page and click Disconnect this account.
Confirm that you want to Disconnect.
Scroll to the bottom of the page and click the Edit button.
Follow the prompts on the next screens to connect your account.
- Enter banking credentials.
- Confirm the two factor authentication code, if prompted by the banking institution.
- Consent to “Share my data”.
- Click Save & Finish.
Click Link this account.
Try importing transactions again.
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If I disconnect the account will it delete all my imported transactions?
Hi Cynthia,
No, disconnecting your account won’t delete any imported transactions, it’s just a way to refresh the connection if you’re having trouble re-authorizing your bank account. We usually have customers try this first. If it doesn’t correct the issue, a ticket may need to be entered with our service provider.