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

ChristineBroome

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 🌸

Zappy

Did you look in the help files?

Bank Feeds available on Reckon Bank Data - Reckon Help and Support Centre

Oh and here:

Automatic bank feed to accounting software - CommBank

Kr +61407744914

Zappy

Oh and fwiw, I would avoid the bank feeds until you understand the process a bit better. I get my Reckon clients to download the qif and develop procedures for how they will hand the various transactions before layering on the complexity of bank feeds. Be aware: The implementaion of bank feeds in Reckon Hosted is not particularly elegant. You may decide it isnt for you.

Call me any time to discuss

Kevin +61407744914

Rav

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

ChristineBroome

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

What did I miss?

And at what time do the forms come in?

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

Christine