" Getting trans summary error.The user name provided for Reckon "Bank Data is invalid.Please review and update in company preference

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Bank Data error  " Getting transaction summary error.The user name provided for Reckon "Bank Data is invalid.Please review and update in company preference
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Leanne Tuffley

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Posted 9 months ago

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8 months ago
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John G, Information Support Analyst

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Welcome to the Reckon Community Leanne,

The message is saying the the userID entered in Banking Preferences is not a UserID  in Bankdata.  Check it in Banking Preferences and make sure you have entered the UserID in the format: 0123456-1.  It must be the userID of the BankData record owner and not a user of the company file.

You can find a full guide to configuring your company file for Bankdata and downloading transactions here.  


Hope this helps.

regards,
John
8 months ago
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Leanne Tuffley

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When I signed up for BankData and they sent me an email advising that the account was active and to use the above user name and password these fields were blank. How do I find out what the username and password was?
8 months ago
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John G, Information Support Analyst

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Hi Leanne,

That means you're a Hosted user and you have the one ID for our 3 online products.  Please sign in to bankdata.reckon.com with your Hosted credentials.

regards,
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