Please view this video how to purchase a new bank feed.


Once purchased, please follow the below steps:


To set up the feeds


Please note that the Admin Accountants, as well as Accountants will be able to set up bank feeds once purchased. Please click on this article to enable permissions for accountants to set up bank feeds. 


Step 1 - Ensure the Bank account has been setup in Bookkeeping

Navigation: Bookkeeping > Client Dashboard > Bank > Dashboard > '+ Bank Account'

Quick link to above navigation



Please ensure the correct account number is entered on the back account on this page.



Step 2 - 

Head to My Admin > Bookkeeping > Client Dashboard > Bank Feeds


Click Link Bank Account


The following pop up will show.


Select the bank account you would like to connect from the dropdown menu


Then click the check box to agree to the terms and conditions.


Click next.



You will get redirected to the following page,


Please select your bank from the photos or search your bank name.


All UK banks are supported apart from Metro bank



Please give Truelayer permission to access the bank account

Please enter in the bank details as needed


Click continue.


The following pop-up will appear. The bank account will now be connected.