I am running self-hosted version 4.5.17. I am trying to add a bank account at Settings > Advanced Settings > Credit Cards and Banks. Every time I try to connect the bank account I get this error message:
“Failed to retrieve account details, please check your credentials.”
I selected my bank (Suntrust) from the dropdown list and typed in the same credentials that I use to log into my online banking at Suntrust. I have checked and re-checked my credentials a number of times but can never get InvoiceNinja to accept my credentials.
I don’t want to use the Quicken method. I do not use Quickbooks or Quicken and Suntrust charges $25/month for that service.
I just want to connect InvoiceNinja to my Suntrust account in a way that my expenses are retrieved from Suntrust on a regular basis in the same way that I can connect a credit card or bank account to my Hurdlr account and have my activity show up on a regular basis. I then accept the transaction as business related or reject it.
Does InvoiceNinja’s bank connection only work using the Quicken method?