Bank feed

michael philp_9121578
michael philp_9121578 Member Posts: 17
edited February 2018 in Reckon One
Hi, I'm new to Reckon one. I'm trying to access the bank feed, which I have completed the forms and Reckon One tells me it's active. However, when I try to link the bank feed to the bank account I get an error message saying : another bank account with the same bank details already exists. There is a good chance I'm doing something wrong, but I don't know how to fix it. Any advice is much appreciated

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,305 Community Manager Community Manager
    edited July 2017
    Hi there Michael,

    Just to confirm, are you attempting to link the bank feed using the process outlined in this video?

    If so, and you are still getting the error message, can you please give us a screenshot of this (blank out any sensitive info if required).


    https://www.youtube.com/watch?v=IR71q2QwW4w



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  • Dean Desouza
    Dean Desouza Member Posts: 1
    edited February 2018
    Hi 
    I am having a similar problem where I cant complete the activation process. My reckon wont let me add the "account'' type to the new activated feed. 
    https://imgur.com/a/eRQzQ

    please help! 
    Thanks 

  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited February 2018
    Welcome to the Reckon Community, Dean.

    Please create a bank account on the Banking > Bank Accounts screen.  Please note that the default account there "Cash", is not a "bank account" and cannot be linked to a bank feed.  


    regards,
    John.