Connecting Accounts – Business Finance Assistant

Business Finance Assistant IMPORTANT: Invoicing updates are coming on Thursday, 28 November
You’ll be able to update your preferred payment methods in the new Payments Methods section under Company Settings. This section will be ready for you on 28 November.

Add IBAN and SWIFT/BIC details to invoice templates
How to connect a new bank account from the Payment Methods page
How to set a Starting Balance for a Fixed Asset account
How to set an Opening Balance when importing cash or statement account
Video: Connect a bank account to Business Finance Assistant
Do I need my bank card and card reader to link my Business Bank Account to Business Finance Assistant?
How to connect a Lloyds Bank Commercial account for Commercial Banking Online users
How to connect a bank account from another provider
How do I create a statement or cash account
How can I add a Cardnet, PayPal or a Stripe account to Business Finance Assistant
Can I add a loan account?
Can I change the transaction period or import historical transactions?
How can I reconnect bank account(s)?
How will I know that I need to reconnect?
How do I ensure I am reconnecting to the correct bank account within Business Finance Assistant?
I do not want to add a bank account I selected whilst reconnecting?
Adding a new account, whilst reconnecting existing accounts.
Why do I need to reconnect my account(s) every 90 days?