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Bank feeds via Plaid - does this includes current balance?

  • 21 December 2023
  • 2 replies
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I’d love to be able to access current bank account balances via the bank feeds functionality for use in a dashboard. Is this information pulled and available?

2 replies

Userlevel 3
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Great question.  Hope someone has an answer.

I’m always frustrated when $50/month QBO has a feature that Acumatica doesn’t match.

 

Userlevel 2
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Currently Acumatica imports transaction using bank feed from Plaid.  Import Bank transactions, unfortunately bank balances are not a transaction. 

You could add a product idea.  Ideas | Community (acumatica.com)

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