Connect Accounting Start to your bank

Summary

How to connect your bank account to Accounting Start.

Description

When you link your bank to Accounting Start, we'll check for new transactions every day and download them as soon as we can.

Resolution

Before you start

Make sure you have a bank account set up in the Banking area of Accounting Start
Check if a feed is available for your bank and account type
Ensure the browser you're using is set up to allow cookies from other websites to avoid any issues

More about allowing cookies >

Instructions for allowing cookies vary according to the internet browser software you're using. More details are on the following links:

The following errors or behaviours may occur if your device is not set up to allow cookies:

What you might see	When or where you might see it
Error - We are having technical difficulties, please try again	Any time when connecting a bank feed
In the search box a drop-down list of available bank feeds does not appear when you start typing	When searching for bank accounts on the Connect your bank screen
Error 402
Error 414	When connecting to bank accounts

Some banks will need you to log in to your bank account. Make sure you know the following:

Online bank account credentials including the username and password
Your account number and sort code
Your bank may send a code or message to your phone or email for extra security. Make sure you have access to the phone or email address registered with your bank
For extra security, you'll have to re-enter your online bank credentials every 90 days

Check if a feed is available for your bank

We can set up a bank feed for most bank accounts. Most banks have specific connections for the various types of bank account. It's important to know what type of bank account you have, for example a personal or business account.
Available bank feeds >

From Banking find the tile of the bank account you want to connect.
Select Actions, then select Connect to bank.
Either check the name on the pre populated list of banks or enter the name of your bank or credit card company and bank account type in the search box.

If a bank feed is not available for your account, we recommend checking again soon.

What if my bank account isn't supported >

To bring in your bank transactions, you can:

Export transaction data from your online banking service as a digital file (CSV, QIF, or OFX) and then import your bank statement
Enter transactions manually

If you want to request a bank feed, follow steps 1-3 in Connect your bank feed below. Select Tell us about it from the drop-down list when you search for your bank.

Connect your bank feed

From Banking find the tile of the bank account you want to connect.
Select Actions, then select Connect to bank.
Enter the name of your bank or credit card company and bank account type in the search box.
Follow the steps to authorise the connection with your bank.
Accept the terms and conditions.
Select Continue to log in to your bank account.
Enter the details requested by your bank. For most banks, you'll need to know the following information:
- Your online bank account credentials including the username and password
- Your account number and sort code
- Your bank may send a code or message to your phone or email for extra security. Make sure you have access to the phone or email address registered with your bank
  NOTE: For security purposes, you'll have to re-enter your online bank credentials every 90 days
Once you've filled in all details and have completed any extra security checks, you'll return to Accounting Start. It should take less than 30 minutes to authorise and then set up your feed. You can continue to use Accounting Start while you are waiting.
If your bank supports downloading historical transactions, enter the to import them from.

Problems connecting your bank feed?

Check out some common problems connecting a bank feed