Hello,
I recently renewed and re-authorised my bank feed, but it’s not refreshing any more. Why I try to reconnect, the current account is not coming up in the dropdown list.
I was wondering if anyone can look into this for me as I’m worried about losing information or ending up with duplicate records.
Thank you
Hello @Hooman
When you have several accounts with 1 provider you need to reauthorise all the accounts in one go so you can link them to your QuickFile accounts.
Go into Banking > Open Banking Feeds and revoke access
Reconnect but authorise all the accounts you wish to have feeds for, they can then be linked to your QuickFile accounts.
Hello Steve,
Thank you for your help.
I did exactly as you mentioned and the only problem was that my last transaction recorded was 12 April, so I had to manually add the missing transactions before the 21-day range after refreshing. I hope this was the way. Thank you.
Hello @Hooman
I had to manually add the missing transactions before the 21-day range after refreshing. I hope this was the way.
That’s correct, most banks only provide 21-30 days data on the feed (depending on bank).
This means for anything prior, you would either have to manually enter them (as you did) or import a bank statement.
Thank you Steve, much appreciated!
This topic was automatically closed 14 days after the last reply. New replies are no longer allowed.