Learn how to sync your bank to the cashflow feature in Bookipi Invoice mobile app.
How to sync your bank
In the following tutorial, we will show you how to:
To sync your bank account
Step 1: Tap ‘More’.
Tap ‘More’ on the lower right of the screen.
Step 2: Select ‘Cash flow’.
Scroll down to the Others section, and select ‘Cash flow’.
Step 3: Tap ‘Link account’.
In the ‘Dashboard’ tab, tap the ‘Link account’ button.
Step 4: Select ‘+ Connect new bank’.
Tap ‘+ Connect new bank’.
Step 5: Select your bank.
Select your financial institution from the list provided. Alternatively, use the search bar to find your bank. If it appears in the search results, it is supported and can be linked.
Alternatively, you can enter your institution in the search bar below.
Then, select your financial institution from your search.
Step 6: Log in to your institution.
Input your financial institution credentials and select ‘Submit’.
Step 7: To delete an account, click on the gear icon.
To remove an account from your bank feed, click the gear icon below the account you want to delete.
Step 8: Select ‘Delete Account’.
Tap ‘Delete Account’.
Step 9: Click ‘Delete’ to confirm.
Tick the box to confirm the account deletion and understand that this action cannot be undone, then tap ‘Delete’.
Step 10: Tap ‘Close’.
Select ‘Close’ to complete the setup.
If your bank feed is not showing, please wait a few minutes and refresh the screen by dragging down on the screen.
How to Verify Bank Support in Bookipi
To check if your bank can be linked:
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Open the Bookipi app.
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Tap the More button in the lower right corner.
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Select Cash flow under Others.
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Tap + Connect new bank and search for your bank using the search bar. If your bank appears in the search results, it is supported by Bookipi.
To sync an additional bank account:
Step 1: Tap ‘More’.
Tap ‘More’ on the lower right of the screen.
Step 2: Select ‘Cash flow’.
Scroll down to the Others section, and select ‘Cash flow’.
Step 3: Select ‘Accounts’.
Go to the ‘Accounts’ tab.
Step 4: Tap ‘+ Add Savings Account’.
Tap ‘+ Add Savings Account’, then proceed from Step 4 of the How to sync your bank account instructions provided above.
To delete an account that is already synced
Step 1: Tap ‘More’.
Tap ‘More’ on the lower right of the screen.
Step 2: Select ‘Cash flow’.
Scroll down to the Others section, and select ‘Cash flow’.
Step 3: Select ‘Accounts’.
Go to the ‘Accounts’ tab.
Step 4: Tap the pencil icon.
Tap the pencil icon next to the account header.
Step 5: Tap the trash bin icon.
Tap the trash bin icon located on the far right of the account you want to remove.
Step 6: Select ‘Yes’ to confirm.
Select ‘Yes’ to confirm the deletion of the synced account and acknowledge that this action cannot be recovered.
Common FAQs about how to sync your bank
Q: Why can’t I find my bank in the list?
A: If your bank is not listed, unfortunately, this feature is not currently available for you. To check if your bank is supported, follow these steps:
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Open the Bookipi app on your device.
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Tap on the More button located in the lower right corner of the app.
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Select Cash flow under the “Others” section.
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Go to the Dashboard tab and tap Link account.
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Tap + Connect new bank and use the search bar to find your bank. If your bank appears in the search results, it is supported by Bookipi. If not, it cannot be linked.
Q: Can I use this feature to make transactions from my online banking account?
A: This feature only has read-only access to your bank feeds, so no transactions can be made through it. When a bank account is successfully connected, the link provides read-only access to your bank feeds, allowing the app to retrieve and display transaction data for review. No bank transactions can be initiated or executed through the app.
Q: Why is the cash flow in the mobile app not syncing with the web app?
A: The cash flow feature in the mobile app differs from the one in the web app, which is why they are not syncing.
Discover more tutorials for Bookipi Invoice on mobile app
Creating and sending invoices is even easier with the Bookipi Invoice mobile app.
Find more tips on how to get the most out of Bookipi Invoice with our mobile app guides.
