Linked accounts in manage bank feed
- 2 years ago
Hi jjones,
Thank you for your post. I'd like to extend you a warm welcome to the community forum. I hope you find it a valuable resource.
I understand the challenges you are facing with managing bank feeds. I'm here to help you resolve this. In managing bank feeds, you could only link bank accounts to an asset account, while if it's a credit card, you can link it to a liability account. Regarding the linked account column not displaying suitable options, it's important to ensure that your chart of accounts is appropriately set up and active. Make sure to check the account type.
This Help article, Managing your bank feeds, has detailed information on changing the associated linked account.
I hope this helps! Please let me know if you require any further assistance with this. I'm here to assist you.
Cheers,
Princess