CBYG Bank Feed

[spq123]

Bought the add-on to link bank feed.

Followed process to connect bank feed including redirect to CBYG to login and authorise QF linking.

However when redirecting back to QF greeted with pop-up stating “No qualifying GBP accounts found”.

Bank showing in Banking tab however account is showing as Not Linked. Status OK.

Bank information isn’t pulling through onto QF. Please advise. Thank you

[QFMathew]

Hi @spq123

If you’re seeing “Status OK” and that it’s not linked, you will need to complete that last step and join the two.

If you view your bank statement in QuickFile for the account that you want to link up, then go to More Options >> Activate Bank Feed, you should be able to select the account and complete it.

[spq123]

Great thanks. Will this support multiple bank accounts and also debit/credit cards?

[QFMathew]

Multiple banks - yes. The subscription covers your QuickFile account rather than a single bank or bank account.

Credit cards - depends on whether the bank supports this. But, we do have a full list of what’s supported with what bank, here: https://www.quickfile.co.uk/openbanking/providers

[spq123]

Thanks

Can i suggest some edits to the instructions to connect bank feed in Help from following and not being successful without reverting to here?

[rhc]

Hi spq123,
Did you read the knowledge base because there is all in one article. See below:

Managing Open Banking Feeds

What is Open Banking? Open Banking has been designed to provide a secure and convenient way to share your bank transactions, without the need to entrust your bank login credentials with a third party. You can see a full list of our supported banks and financial institutions here. Supported Open Banking feeds In a nutshell, Open Banking will allow you to do the following: Setup a bank feed with one or more of the supported banks Have your bank transactions automatically import into your Qui…

[QFMathew]

Hi @spq123

Thank you for your feedback. Anything which you believe is incorrect, or could be re-written, please let us know and we can certainly take a look.

@spq123

However when redirecting back to QF greeted with pop-up stating “No qualifying GBP accounts found”.

Where did this message appear?

When you come back to QuickFile following a successful connection, you should have the option to make it there and then. But if I’ve understood correctly, you’ve seen the above message instead?

[QFMathew]

Hi @spq123

I’m just checking that you’ve managed to resolve this? If you need any further help, please don’t hesitate to let us know; we’ll leave this thread open for a few more days for you.