Request your bank transactions using our bank feed

Request your bank transactions using our bank feed

To request your transactions directly from the bank:

1) Go to Bank Accounts at the top of the screen 

2) Click on the blue button Fetch Transactions Directly From The Bank 

3)  Select the date range you require

4) Click New Request 

5) Once the request has been completed you will receive a notification in LimeBooks and an email

6) You will receive an email with instructions and a link to "Click here to action this request"

7) Click the link and follow the instructions in the email

8) Once the instructions have been followed, the transactions will now be waiting in LimeBooks for you

9) In the Bank Accounts section click the green button Allocate Bank Transactions 

10) Select the bank accounts you wish to allocate the transactions too. 

11) Process the bank transactions as normal

Please read the instructions carefully when making the request. There is a one-off fee for making a bank feed request, we recommend you import all bank statements in one single request.

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