--- title: Enabling Bank Feeds (Intacct) slug: svb/enabling-bank-feeds-intacct description: Learn how to activate bank feeds on the Banking Cloud platform with these easy step-by-step instructions. Connect with Silicon Valley Bank - SVB Go, agree to terms, enter the invite code, and sign in to the FISPAN Wizard for seamless integration. docTags: qsTTpmTCpLZnj3pL4Rz_Z createdAt: 2022-08-18T18:47:20.000Z --- # Enabling Bank Feeds ## 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/YJZpwNz74M7MfOg2zYHrJ_image.png" size="80" width="1023" height="160" caption="Select Edit" position="center" showCaption="true"} *** ## Step 2: Activate Bank Feeds Under the** Banking Cloud **tab, select **Connect**. ![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/k3RfKXA_QcM1qIfb8DQnG_image.png "Connect Banking Cloud") In the search bar search ‘Silicon Valley Bank - SVB Go.’ Select **Silicon Valley Bank - SVB Go– Powered by FISPAN (Beta)**. ![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/78EhyA6RCwrYyE1RhckzX_image.png "Connect your Bank") Agree to the terms and conditions and select **Continue.** ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/WhcCE3fpNMADlUpry5C80_image.png" size="80" width="741" height="413" caption="Agree to Conditions" position="center" darkWidth="741" darkHeight="413" showCaption="true"} If prompted, enter the Invite Code: **427226** Select **Continue**. ![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/v5g7yZysuFS3UF13_FaYS_image.png "Enter Invite Code") You will be redirected to a landing page that will require you to sign in to the FISPAN Wizard. Select **Login** **Now**. ![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/AKw-9BeCNTWikigzQrYCH_image.png "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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/U-Ometc6uybbQ8OTN4Zj6_image.png" size="80" width="800" height="368" caption="Select Account" position="center" darkWidth="800" darkHeight="368" showCaption="true"} After being redirected back to Sage, select the same account and click **OK**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/mbV93W-ruFDy6OcwGsuo-_image.png" size="80" width="800" height="264" position="center" caption="Click Ok" darkWidth="800" darkHeight="264" showCaption="true"} 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. *** 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). *** ## Set Up Multi-Account Bank Feeds Bank Feeds allows you to connect multiple accounts to the plugin. Once one bank account has been connected to Bank Feeds by following the **Enabling Bank Feeds** page, other accounts can be connected simultaneously through a financial institution connection. :::hint{type="info"} **NOTE: **Before you set up the Financial Institution, ensure that both Cash Management and Sage Cloud Services are enabled in the Subscriptions section. In the Sage Cloud Services configuration, confirm the **Enable Bank Feeds** checkbox is checked as per the **Enabling Bank Feeds **page. If this does not work, please contact Sage support and ask to get access to the Financial Institution. ::: Follow the steps below to set up multiple accounts for Bank Feeds. :::::WorkflowBlock :::WorkflowBlockItem ### Set up a Financial Institution Go to **Cash Management** **→** **Set up** **→** **Financial Institution** and create a new Financial Institution. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/j-_CpvwlpIGE9imWiq3fp_screen-shot-2022-11-21-at-32139-pm.png" size="80" width="800" height="605" caption="Set-up Financial Institution" position="center" darkWidth="800" darkHeight="605" showCaption="true"} This allows you to create a connection to the bank. Create the ID and Name as desired. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/XMQxXKn5GRLMk97xn_t1S_image.png" size="80" width="2987" height="811" position="center" caption="Create Financial Institution" darkWidth="2987" darkHeight="811" showCaption="true"} ::: ::::WorkflowBlockItem ### Map Accounts for Bank Feeds Select **Map Accounts** and choose which accounts you would like to enable on Bank Feeds. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/CxUN4PDJXdbp1oE7Zf2jn_image.png" size="80" width="2220" height="1171" position="center" caption="Map Accounts" darkWidth="2220" darkHeight="1171" 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. ::: ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/XT4keeJiRBWlgcMbreKQd_image.png" size="80" width="1245" height="544" position="center" caption="Map Accounts" darkWidth="1245" darkHeight="544" showCaption="true"} After mapping the accounts, the Banking cloud statuses can be seen in the Accounts tab. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/6SImdMorUnh7FIWNegYWh_svb-image.png" size="80" width="1158" height="444" position="center" caption="Account Status" darkWidth="1158" darkHeight="444" showCaption="true"} To view your account information, click **Bank Transactions** in the Cash Management module. You can also view this information through the Reconciliation module. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Su6-TcO3zPy3jnOtb8GEC_image.png" size="80" width="800" height="285" caption="Observe Bank Transactions" position="center" darkWidth="800" darkHeight="285" showCaption="true"} :::: :::::