Connecting your bank accounts to Kashoo removes the risk of input errors and increases accuracy. By using standardized bank codes you will categorize and properly account for your expenses and types of income.
If you didn't connect bank accounts to feed transactions to Kashoo during business creation, you can create them at anytime. To initiate the connection, click the + Connect a bank account link from the Smart Inbox
or the Add Account from Bank Feed from the Accounts Page to access the connection screens.
Pro Tip: Before starting the Bank Feed Connection process, check your Kashoo Opening Balance Date in Settings. If they are available from your bank, Kashoo will import transactions back to this date.
Related Article: Settings
Step 1: Verify Phone Number. If you have not already verified your phone number, Kashoo will require this security step before connecting a bank feed.
Step 2: Choose your Financial Institution on the SELECT tab, then enter your Bank Credentials on the VERIFY tab. When connected to your bank, additional security steps may be required by your bank, and will be displayed on the screen below.
Step 3: Once the connection is made, you will choose the individual accounts you would like to connect and import. When you click on the Finish button, Kashoo will import transactions as far back as your bank will provide, back to the Kashoo Opening Balance Date that was input during your account creation.
If your bank does not provide transactions that far back, you can backfill transactions using your transaction files downloaded from your bank.
Related Article: Transactions
Step 4: When your transactions have been imported, click on the Inbox link to review the transactions received from your bank accounts.
Related Article: The Smart Inbox