Connect your bank account to Coconut
By connecting your other current accounts and credit cards to Coconut you will get a complete view of your business across every account, whenever you need it.
Once you’ve hooked up your accounts, you’ll be able to see all of your transactions in the Coconut app, add receipts and notes, as well as categorise them for tax. We’ll also take into account in your monthly overview. This means you’ll never miss another business expense and you can make the most of our bookkeeping tools regardless of which card you choose to use.
Connect your new bank account to Coconut in a few very simple steps:
Simply head over to your 'More' tab > Bank Connections > Add accounts.
You'll need to give us permission to read certain information, so we can capture it in the app (this can be revoked anytime if you'd like to disconnect your accounts):
Now, you'll be asked to choose your bank. If you'd like to get a full list of the banks that are supported by Coconut, please head here.
Once you've chosen your bank, you'll be redirected to their main website or app to complete the process.
When you've confirmed this with your bank, you'll be redirected to the app. Here you will decide if you want to use the account for business/personal or both.
The app will let you know once the setup has been successful!
Continue to use Coconut for your bookkeeping & tax
Now that your account is connected, you can continue to use Coconut for bookkeeping, creating and sending invoicing, tax management, capturing expenses, and more.
What should I do if my bank is not on the list?
If your bank doesn't appear on our list of banks you can connect to, please let us know and we'll make a note to keep you posted with updates.
If you have any questions, feel free to get in touch via the in-app chat or via email.