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March 11, 2020
Question

Why are our bank statements still not available to see when we are reconciling?

  • March 11, 2020
  • 1 reply
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1 reply

AddieC
March 11, 2020

Hi there, 

 

Reconciliation is an important step for the organization of your business. If you're not seeing your bank statements and you've synced your bank account to the bank feed, there's a few steps you can try in order to get your transactions to update. I'll help you get this sorted out. 

 

Review the information in this article: What to do if bank transactions won’t download or there's a bank error. This article will guide you through the steps for manually updating or uploading your transactions using a CSV file. 

 

It's important for you to also check with your financial institution in order to ensure there's nothing preventing the connection.

 

If you're still unable to review the statement in the bank feed, please reach out to our tech support team so we can investigate this further for you. 

 

Cheers.