Set up the bank account connection

1. Go to the Banking tab.
2. Click on "Connect Bank" link at the bottom of the frame for the bank account you want to connect.
3. Search your bank in the search bar  NOTE: If your bank is not in the available bank list, see "My bank is not in the" list below  
4. Read the terms and conditions of the service
5. Click on "Accept Terms and Conditions"
6. Enter your Online Banking Credentials
7. Synchronization can take some seconds, when it finishes, click on Continue.
8. Enter the Start date you need the bank transactions downloaded.  NOTE: Bank feeds can go back as far as 90 days. In order to download information prior to this period, you will need to disconnect the bank feed and manually import your bank statement from files downloaded from your online bank account. It is also possible to import multiple bank statements, allowing you to work on multiple periods at one time. Once your imported transactions are up to date, you can create the direct feed again. 
9. Now, you will be redirected to the "Incoming Bank transactions" page, where you will see a list of transactions that have come through the live bank feed. You can then choose to create, match or transfer these transactions. You can also click on the refresh icon, to update the feed. Please refer to About bank feeds for Accounting. 

 
If your bank is not on the list:

Requesting to add new banks

• If you cannot find your bank in the list, it means it is not partnered with us. However, you can submit a request to our third-party service provider to consider a partnership with your bank. Please provide:

1. From the Banking tab, click on "Connect Bank" link at the bottom of the frame for the bank account you want to connect.
2. Search your bank in the search bar.
3. You will see the "Tell us about it" link if your bank is not listed.
   
   
   
   
4. Fill out the information request and click Submit.

Importing bank statements

• If you cannot set up the automatic bank feeds, alternatively you can import your bank statement into Accounting. The process is then the same to import the transaction from the Incoming Transaction window into your bank activity.
   

Bank accounts already connected:

Update my credentials

• You can update your sign-in information if needed anytime from the cogwheel on the top right corner of your bank account

EXAMPLE: if you've changed your password to access your online bank account, you don't need to disconnect your bank and reconnect it back with the new credentials, you'll just need to edit them 

Switch between multiple accounts

• If you have set up several bank feeds from multiple bank accounts in your Banking tab,  you can now also switch between accounts from the Incoming Bank transactions window, and process all your bank feeds from this window.  There is no need to go back to your Summary Screen and then to the Banking tab again to go to a different account.