Bank Feed Setup

Service Overview

Linking a bank feed connects your financial institution directly to your accounting software—such as QuickBooks Online, Xero, or Wave—so transactions flow in automatically each day. This eliminates manual data entry, reduces errors, and keeps your books continuously up to date.

A properly configured bank feed becomes the backbone of accurate bookkeeping. It ensures every transaction is captured, categorized, and reconciled efficiently, giving you real‑time visibility into your business finances.

What This Service Includes

• Secure connection between your bank/credit card accounts and your accounting platform

• Verification of account access, permissions, and multi‑factor authentication

• Configuration of bank rules to automate recurring transaction categorization

• Cleanup of duplicate or historical transactions to prevent inaccurate reporting

• Reconciliation of initial periods to ensure your books start clean and accurate

• Testing and confirmation that feeds are syncing properly

• Training or walkthrough so you understand how to review and approve transactions going forward