Farin Farin
Accounting

Import bank activity and review bank feeds

Connect or review the bank feed, inspect one account at a time, and fix bad ledger entries before reconciliation starts.

4 min read Updated Mar 18, 2026 Managers and bookkeepers reviewing imported bank activity

Use this article before month-end reconciliation or anytime imported bank activity looks off.

Start in Bank Feeds, then open one account feed at a time to review the imported rows in detail.

Quick facts

Start here

  • Feed data and ledger data do not always match right away.
  • The bank feed is for review, not just passive sync.
  • If an underlying accounting transaction is wrong, fix that first instead of forcing a bad match later.
  • Bank feed review should happen before reconciliation, not after a mismatch is already blocking close.

Step 1: Review the feed dashboard

Start from the account list

Open Bank Feeds.

Review the connected accounts, sync health, and which account needs attention first.

The Bank Feeds page shows the connected accounts and helps you decide which feed to review next.

Step 2: Open one account and inspect the imported rows

Review activity at the account level

Open the account detail from Bank Feeds.

Check the imported rows, dates, amounts, and any matching or exception signals shown there.

The single-account feed view is where you inspect imported activity closely before reconciliation uses it.

Step 3: Fix bad source data before reconciling

  • If a ledger entry is wrong, correct the accounting transaction instead of trying to reconcile around it.
  • If a feed item is duplicated or missing, investigate the integration or account mapping before month-end close.
  • After the feed looks clean, move into Reconciliation for the statement-level review.

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