Bank accounts and live feeds
Connect each company bank account and, where the bank supports it, enable a live feed so transactions arrive automatically for reconciliation.
Add the account
Go to Accounting → Bank Accounts (/accounting/bank-accounts) and add each company bank account — name, bank, account number, and opening balance.
Connect a live feed
If your bank has a supported provider connection, enable Bank Feeds to have transactions pulled in automatically. If it doesn’t, use the import flow below instead.