---
title: Step 18: Bank Feeds Setup
slug: citizens/step-18-bank-feeds-setup
description: Learn how to activate bank feeds easily with this step-by-step guide. Access the Banking Cloud tab, connect to Citizens - Powered by FISPAN, review the conditions, and continue to the FISPAN Wizard for seamless sign-in.
docTags: qsTTpmTCpLZnj3pL4Rz_Z
createdAt: 2023-10-06T04:54:49.210Z
---

By enabling Bank Feeds for the plugin, your bank establishes a reliable and secure flow of transactions from your bank into Sage Intacct’s Reconciliation module.

Bank transactions that settled the previous day are imported each morning. For example, transactions that are settled on Tuesday will be pushed into Sage Intacct early on Wednesday morning. The exact timing can vary depending on when your bank sends the first transaction file (PDR).

***

## Step 1: Locate the Account

Go to **Cash Management → Checking**.

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/dkyPNoy2YZEpop187pI0o_screen-shot-2022-11-29-at-32423-pm.png" size="60" width="1018" height="1010" caption="Go to Checking" position="center" showCaption="true"}

On the Checking page, select **Edit** on the account you wish to turn on Bank Feeds for.

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***

## Step 2: Activate Bank Feeds

Under the** Banking Cloud **tab, click **Connect**.

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/rlKttru-5tI3C-9C1cxDq_screen-shot-2022-11-29-at-32638-pm.png" size="80" width="1974" height="628" caption="Connect Banking Cloud" position="center" darkWidth="1974" darkHeight="628" showCaption="true"}

In the search bar search **‘Citizens'**.

Select **Citizens Bank – Powered by FISPAN**.

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/KB9rH40VSqjX60gS_FBZ__image.png" size="80" width="950" height="358" position="center" caption="Seach for "Citizens Bank - Powered by FISPAN"" darkWidth="950" darkHeight="358" showCaption="true"}

Next, review the conditions and click on the checkbox to agree. Click **Continue** to proceed.

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You will be redirected to a landing page that will require you to sign in to the FISPAN Wizard.

:::hint{type="danger"}
You will need to input a code: 859127
:::

Select **Login** **Now**.

## Step 3: Match Account for Bank Feeds

After logging in, select the account from Step 1, then select **Save and Finish**. You will automatically be redirected back to Sage.

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After being redirected back to Sage, select the same account and click **OK**.

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Choose the date you want transactions to start from.

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/rxnhSE35bp1ky2EcL60tQ_image.png" size="80" width="800" height="258" caption="Choose Date" position="center" darkWidth="800" darkHeight="258" showCaption="true"}

:::hint{type="info"}
**NOTE: **You must complete account matching within 60 minutes; otherwise, the installation wizard will time out, the connection will fail, and the account will remain **Pending** with no transactions coming in. 

To retry, disable the account(s) under the **Accounts** table and reinitiate the mapping process.
:::

***

## Step 4: Confirm Bank Feeds

Select **Confirm** to confirm the activation of Bank Feeds. Once the connection is successful, the status will change to **Connected**.

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/anRTAY1MyD4X9to1PbRYi_image.png" size="80" width="800" height="163" caption="Confirm Bank Feeds" position="center" darkWidth="800" darkHeight="163" showCaption="true"}

:::hint{type="info"}
**NOTE:** If the account is in **Pending** status, it means that the transactions have not been pushed for this account. You will need to wait until the transactions are successfully pushed to this account before seeing it marked as **Connected**. 
:::

Once the account is **Connected**, go to **Cash Management -> Reconciliation -> Bank **and follow your native reconciliation process. 

***