How to configure Accounts Hosted and Accounts Business for BankData

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  • Updated 5 years ago
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BankData allows you to create a direct feed between your company file and your bank accounts.  
You will need to sign up for the BankData service on bankdata.reckon.com and complete an authorisation form for your bank.  This process will take around 8 business days.  Then you can have your bank transactions flow through to your company file.

See this video for a quick guide on configuring your company file for BankData:



Access to Credit Card accounts is also available through a Yodlee connection and setup in the same way.

Enjoy the streamlined manner of inputting direct bank entries and reconciling your bank accounts.  


regards,
Reckon
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Posted 5 years ago

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