Banking & Reconciliation
Answers to the banking questions our support team hears most often. For other topics, browse the rest of the Troubleshooting section, or see Getting Help.
My bank isn’t connecting. What are my options?
Some smaller banks and business-banking portals don’t work with the standard connection flow, and bank connections require personal online-banking credentials the bank recognizes. If your bank won’t connect, contact support — an alternate linking provider sometimes works — or skip the connection entirely and import transactions from files your bank exports (QBO/QFX/OFX or CSV). See Bank Connections and Data Import & Export.
When do my FutureFund sales show up in BeeKeeper?
When the payout hits your bank — not at the moment of sale. FutureFund batches sales into payouts, and each payout syncs into BeeKeeper as a deposit mapped to your accounts. A few days of lag between a sale and its appearance in your books is expected. See FutureFund Payouts.
How do platform and processing fees appear in my books?
Fees are recorded as their own line rather than silently reducing your income, so your reports show gross income and fees separately. If your organization absorbs fees, you can route them to whichever expense account you prefer.
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