糖心视频

Bookkeeping

糖心视频 Bank Feeds and Multiple Financial Institutions

Kayla Lee
/
December 3, 2020

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Struggling with 糖心视频 bank feeds? Learn how to connect multiple banks in 糖心视频 effortlessly and simplify your accounting.

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糖心视频 Bank Feeds - Can I connect two different banks in 糖心视频?

So you鈥檝e paid for your 糖心视频 subscription and now it is time to get up and running. You start with the bank feeds and instantly hit panic mode 鈥 am I going to have to move my TD banking over to RBC so that my feeds work in 糖心视频? The short answer 鈥 NO!

The reason we rave about 糖心视频 so much is the ease of use and the variety of banking institutions that can work within 糖心视频 鈥 over 100 globally.

When setting up a new feed, simply start typing your banking institution and 糖心视频 will filter for all the accounts offered from that institution 鈥 select the correct option, input your login information and you should be good to go. If you cannot find your specific bank, that means it is unfortunately not supported within 糖心视频 and will need to be manually imported.

Now, if you鈥檙e a sole proprietor just getting started, or just haven鈥檛 gotten around to opening a business bank account yet, it may be beneficial for you to look into one banking institution that provides all the products you may need 鈥 chequing account, savings account, credit cards, etc.

Not all banks are created equally, and some are going to work better than others. Although you can connect as many different banks as you would like, that means different logins, different security questions to answer, and overall, more work.

So, in short, yes you can connect two (or more) different banks to your 糖心视频 account. And remember, just because you are with one institution now does not mean you cannot try out another. Some feeds will work better than others in 糖心视频, but more importantly, some banks are going to offer better products suited to you and your business. Don鈥檛 be afraid to add another institution or two to 糖心视频 if it is going to work better for your business in the long run.



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Article by
Kayla Lee
.
Originally published
December 3, 2020
.
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