I was under the impression that R365 had a direct integration with banks to pull in transaction data?
Currently, R365 connects to banks via a third party, Finicity. This third-party has the follwoing listing of bank connections found at the support link below:
Bank with Direct Connect with R365:
If you find your bank on the list, here is the support article to walk you through how to connect your bank. If you run into any issues, please reach out to your Accounting Implementation Coach, if you are in the implementation process, or put in a ticket via the Support Center and our team will assist you.
How to Connect to your bank:
If your bank is not on the list for Direct Connections (alternative option): Upload your bank activity to R365 via the support article below:
Upload a QBO or QFX bank activity file from your bank institution:
*If your bank institution does not provide a QBO/QFX file format for export, please download the CSV to QBO/QFX converter found at: https://www.moneythumb.com/shop/csv2qfx-convert/
If you run into any issues, please reach out to your Accounting Coach if in your implementation phase, or put in a support ticket through the Support Center and our team will assist you.