Bank Sync Timings

Question asked by Geoff Meads 4 months ago

I believe that when bank sync is set up it is supposed to sync up to four times a day:

"This will update automatically up to 4 times a day as new transactions are flagged as posted by the bank."

I only ever seem to get one sync a day. Also, the sync is often in the small hours of the morning, before many overnight transactions register in the business back account which seems to be at 9am. This means reconciliations must be delayed for 24 hours until next sync.

So, my question is this - Is it possible to manually force a sync? Or, as a second option, schedule when the accounts syncs occur?

Thanks.

BankAccounts
BankImport
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4 Replies

HI Geoff,

I have taken a look, unfortunately HSBC is one of the banks that introduced a 24 hour period where transactions remain pending for open banking purposes. It is a safeguard put in place where they cannot guarantee that the transactions won't change for 24 hours and are flagged as pending in the bank feed. Only after this time has elapsed, do they appear as final transactions.

I will feed this back to our Product team to see if we can look into possibly importing the pending transactions for read-only purposes and convert this once marked as posted by the bank.

Tommy

Best answer
4 months ago

Hi,

Thanks for your reply and information re: HSBC.

Can I ask for an answer thought to the original question?

Is it possible to manually force a sync? Or, as a second option, schedule when the accounts syncs occur?

I'm not clear if the sync is 'pushed' from the bank or 'pulled' by Clearbooks?

4 months ago

Hi Geoff,

It is not possible for a manual sync I'm afraid. Also, this would not change the status of the pending transactions. This is locked by HSBC and the bank feed is effectively pushed from the bank.

Tommy

4 months ago

Ah OK. Thanks for your reply here.

4 months ago

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