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  • Section: Bank Feeds
  • Last updated: Sept. 10, 2020, 1:55 p.m.

Subscribing to Bank Feeds

Background

Beginning with AccountEdge 2020 we’ve introduced Bank Feeds, a new subscription service that uses Plaid as our technology partner to provide banking and credit card transaction from over 12,000 financial institutions in the USA and Canada. Once set-up, you can sync transactions into the AccountEdge Bank Statement window for quick and easy matching and reconciliation.

How to Subscribe

Step One: Signing Up

In order to use Bank Feeds, you must first subscribe from our web site, go to this page to get started.

Enter your company information, AccountEdge serial number and the rest of the information requested.

Step Two: Restart AccountEdge

Once completed, close AccountEdge and reopen in order for the subscription to be activated in your company file.

Note: Your subscription is charged monthly and is tied to your AccountEdge serial number. You can connect to your financial institutions from up to five company files with your subscription.