How do you ensure that the bank feed reference imports correctly?

Question

I bank with RBC and am new to Sage Business Cloud Accounting. I have set Sage up to automatically import bank feeds. It worked fine at first (except will only update once per day) but today it imported transactions with the incorrect Reference compared to the Reference RBC has used. 
 This is an issue because now the Bank Rules are being applied incorrectly. 
 Is there a fix for this?

JSelemani · Answer

Hi Liz B. 
 The edition needs to happen before the import of the file. Once transactions are imported, you will have to manually edit each line before Creating the transaction. 
 If you have fewer transactions imported, you can delete them and re-import 
 
 Let me know if you have further questions

Sage Accounting Canada

How do you ensure that the bank feed reference imports correctly?

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