Why do I need to keep refreshing my bank feeds?

With any accounting software that is directly connected to your business bank accounts there is a mandatory connection renewal to keep the data flowing, which is required by banking industry standards.

Every 90 days you will be asked to renew your bank connection from within your accounting software, this will allow data to continue to flow through.

If the connection isn’t renewed then the transaction data will stop coming through to the software from the banks, this can result in the reports in the software not being accurate and up to date to show the latest business data.

Transactions can be backdated either through the connection process or through manually uploading a bank statement as a CSV file.