How to close a BankData Account in IPA Books+

Legacy KB ID: 5185

Question

How do I cancel my direct bank feeds and BankData subscription?

Answer

Detailed steps

1.    Login to your IPA Books+ book

2.    Banking > Bank Connections > Connect an Account

3.    On each bank account and credit card line, click on the Trash Can

4.    Return to the IPA Books+ main screen

6.    On your Book Icon click the 3 dots, Settings,  and select Customise your ReckonOne modules

7.    Click the X for Bankdata and then Next

8.    Follow the prompts to complete the $0.00 purchase.

 

 

Need more help?
Ask the Reckon Community at: https://community.reckon.com/reckon.

 

How did we do?

Connecting your Book to your BankData feeds

Importing PayPal transactions and matching with my records from PayPal payment services.

Related Articles

Powered by HelpDocs (opens in a new tab)