Bookkeeping
Connect and troubleshoot bank feeds
Review connection health and safely recover interrupted feeds.
Connect the correct account
Open Banking and follow the connection workflow provided for your company. Review the institution and masked account number before linking.
A feed needs attention
Read the connection message on Banking. If the institution requires renewed consent, use the reconnect flow. A temporary institution issue may need time to clear.
Avoid duplicate posting
Imported bank lines still need review. Match a line to an existing book transaction when it is already recorded, rather than categorizing it as another transaction.
Escalate with context
If reconnecting does not solve the issue, include the institution, masked account ending and approximate time in a support request. Never send bank credentials or full account numbers.
Need more help?
Open a support request or email info@iandsaccountingsvcs.com. Never share passwords or sign-in codes.