How do I set up a Bank Feed in Reckon Hosted to CBA account

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ChristineBroome
ChristineBroome Member Posts: 16 ✭
in Accounts Hosted

Just called CBA (Commbiz section) and they mentioned something about a form that we need to fill out. Where do I find the form and what happens after?

Any help would be appreciated.

Thanks 🌸

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,416 Community Manager Community Manager
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    Hi @ChristineBroome

    I'll add a couple of guides below that outline how to get setup with Fast Coding with Reckon Accounts Hosted for your bank feeds -

    https://help.reckon.com/article/bxz7oppf4z


    https://help.reckon.com/article/sl3ygs4fre


    ℹī¸ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • ChristineBroome
    ChristineBroome Member Posts: 16 ✭
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    Thanks so much Rav. I followed the instructions and got to the bit where the tile was created, but am having trouble linking the fastcoding user to the Reckon Hosted file - it keeps saying

    image.png

    What did I miss?

    And at what time do the forms come in?

    Thanks so much Rav, really appreciate the help :-)


    Christine

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