NSC | Bank Feeds Import Fails > Basic troubleshooting and other factors to consider

Micah Timbol-Oracle

The Bank Feeds SuiteApp is designed to streamline your financial management processes by automatically generating posting transactions based on the imported bank and credit card data. This automation is guided by user-defined criteria, ensuring that transactions are accurately categorized and recorded without the need for manual intervention. By significantly reducing the necessity to manually create and post charges, refunds, and deposits, Bank Feeds helps save valuable time and minimizes the risk of errors

In cases where the daily import fails, here's what you can do:

• Basic Troubleshooting steps:

1. Clear browser cache and cookies (Note: This is required.)
2. Log in to the Bank website
3. Log out of the Bank website
4. Navigate to Setup > Accounting > Financial Institution > List
5. Click View on Bank Feeds
6. Go to Format Profile: Configuration tab
7. Click Connect to U.S. and Canada Accounts
8. Click Edit on Format Profile
9. Go to Connectivity Configuration tab > Click Connect New Institution
10. Search and select the Financial Institution
11. Enter credentials
12. Click Submit
13. Enter MFA, if need
14. Click Submit
15. Wait for the trash icons to turn blue
16. Once verified, close the popup window
17. Go to the Account Mapping tab and map the accounts
18. Click Save

• Ensure that the financial institution selected is correct and supported

To check if the financial institution is supported, use the file below. This file is updated as of April 2024

Supported Financial Institution and Banks USA and CA_April 2024.xlsx

• Make sure that you can login in the bank website with the credentials you are using in Bank Feeds. You must also be able to navigate to the expected data import.

If the following did not solve your issue, file a Support Case so they can further check.

Hope this helped!