Learn how to sync your bank to the cashflow feature in Bookipi Invoice mobile app
Please note: that the cashflow feature is currently only available for users who are in the AU and US
In the following tutorial we will show you how to:
To sync your bank account
Step 1: Select Cash Flow
Step 2: Select Link a bank account
Step 3: Select + Connect new bank
Step 4: Read and accept the Terms and Conditions. Select Get Started to proceed.
Step 5: Select your financial institution from the list provided or enter your institution in the search bar below.
Step 6: Select your financial institution from your search.
Step 7: Input your financial institution credentials and select submit.
Please note: Bookipi has Read-Only access to your bank feeds. You cannot transact money through the bank feeds feature. Your online banking usernames and passwords are never displayed after you enter them during your first session.
Step 8: If you would like to remove one of your accounts from your bank feed, select the cogwheel under the account you would like to remove.
Step 9: Select Delete Account
Step 10: To remove this account from your bank feed, tick the box and select delete.
Step 11: Select Close to complete the setup
Please note: If your bank feed is not showing, please wait a few minutes and refresh the screen by dragging down on the screen.
To sync an additional bank account:
Step 1: Select accounts.
Step 2: Select + Add Savings Account, and continue from Step 3
To delete an account that is already synced
Step 1: In the accounts tab, select the pencil icon.
Step 2: Click on the bin icon and select Yes if you would like this permanently removed.