Bank Feed set up issues

Hayley Coates
Hayley Coates Member Posts: 9 Novice Member Novice Member
edited October 2024 in Accounts Hosted
I am trying to set up a bank feed for our bank account in Reckon Hosted and after following all of the steps in this tutorial (https://community.reckon.com/reckon/topics/setting-up-reckon-bankdata-for-accounts-business-and-acco...) it is not working.

When I try to import the transactions I get the following error:
Getting transaction summary error.
You don't have permission to request bank feeds for this account. Please check the Branch Code, Account Number or Yodlee ID in the Bank Account set-up

I have double checked all of the above data in the bank account set-up, the account in active in bank feed and no matter what I do it will not import the transactions.

Is there something else that I need to do to get this working?

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