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Community > Small Business >

Recommendations for US banks and credit cards that integrate well with Xero

Started by Steve Mokris -   in Small Business

Can anyone recommend any banks and credit cards suitable for small businesses, and integrate well with Xero's automatic bank feeds? I've not had much luck.

So far I've tested:
- "Wells Fargo Bank (US)" — Xero goes weeks without refreshing the feed. Manual refresh is slow and often fails.
- "Citibank (US) - Credit Cards" — Xero imports duplicate line items, and sometimes gets debit/credit backwards.
- "Discover Bank (US)" — Xero goes weeks without refreshing the feed, but after doing a manual refresh, it works with Xero.
- "PayPal" — Works perfectly with Xero.

(I contacted Xero support about the above issues months ago, but they haven't found a solution yet.)
Official Xero Reply
For Dan and anyone else on this thread, if you're having trouble with your Yodlee Bank Feeds - please get in touch with our Support team as they're bets placed to help. Thanks.
 

Matt Oldfield (Community Manager)