A Yodlee upgrade that’s happening soon means you need to update your bank feeds that use Yodlee by 17 August 2021. If you don’t, your bank transactions will stop importing into Xero automatically.
How to update:
1. Log in to Xero
2. Click ‘Accounting’ in the top menu bar, then click ‘Bank accounts’
3. Click the ‘Update bank connection’ button to get started
Once you update, your transactions will continue to flow into Xero.
Click here to find more detailed update instructions.
For further information please contact your Harris Black team member.
The information in this blog is intended only to provide a general overview and has not been prepared with a view to any particular situation or set of circumstances. It is not intended to be comprehensive nor does it constitute advice. While we attempt to ensure the information is current and accurate we do not guarantee its currency and accuracy. You should seek professional advice before acting or relying on any of the information in this blog as it may not be appropriate for your individual circumstances.