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Bank Feed not working with update to 2021.2

edited Jun 2, 2025 2:26PM in Ask A Guru 7 comments

Hello all,

We received the 2021.2 update on November 12, and have since been unable to connect Bank Feed to our bank account.

Walking down through :

Setup - Accounting - Financial Institutions - List, only one entry is available: Bank Feeds

Edit - Format Profile: Configuration

Edit 'Connect to U.S. and Canada Accounts'

Connectivity Configuration - we see our Bank, Connection ID (####) , Accounts (0), and a Red Triangle under Rebuild Connection. Does the Accounts (0) give the hint that it doesn't see proper account connection?

Click Chain Link next to Red Triangle

Bank Connect window appears w/ correct bank and login request. Enter credentials to log into bank.

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