Setting Up a Live Bank Connection

From Bank Journal to Live Feed

Connecting

1. Open the relevant Bank Journal (Accounting > Configuration > Journals).
2. Click Connect (or Add a Bank Account if setting up fresh) and choose your provider.
3. You'll be redirected to the provider's own secure login/consent flow (e.g. logging into your actual bank via Plaid or GoCardless's interface) — Quickenerp never sees or stores your online banking password directly.
4. Select which specific account(s) to link if the provider covers several.

Pull Schedule

• Scheduled Update Interval – how often to check for new transactions (e.g. every 6 hours, once a day).
• Transactions Interval to Obtain – whether each pull fetches a day's, week's, or month's worth of activity.
• Last Successful Pull / Next Scheduled Pull are shown on the provider record so you can see at a glance whether the connection is actually running.

Manual Pull & Debugging

Trigger an immediate manual pull rather than waiting for the schedule (useful right after initial setup, or to fetch a transaction you know just posted). A debug/diagnostic wizard is available if a connection stops returning new transactions, to inspect what the provider is actually responding with.

Re-Authentication

Bank/Open Banking connections typically expire periodically (often every 90 days for regulatory reasons in Open Banking regions) and need re-consent through the provider's login flow — if a feed silently stops updating, this is the first thing to check.