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Update your bank accounts for improved bank feed process

SlickPie has improved its bank feed process. If you already have your bank accounts linked and are getting automatic bank feeds, all you have to do add the bank name and re-connect to get bank feeds. It's a very quick process. Simply follow the steps as mentioned below.

 

 

1. Go to Accounts and click Bank Accounts.

 

 

 

2. Select the bank you want to edit and click the + icon.

 

 

 

3. Click Edit.

 

 

 

4. Add or select the Bank Name from the list.

 

5. Click Update.

 

 

 

Once updated you are ready to Get the Bank Feeds.

 

 

Please note you can edit a bank name that does not appear in the list too. You can delete and then manually retype the Bank Name. Then click Update.

 

 

 

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