{"id":1697,"date":"2023-10-19T09:01:18","date_gmt":"2023-10-19T09:01:18","guid":{"rendered":"https:\/\/hub.skileo.com\/knowledge-base\/bank-accounts\/"},"modified":"2023-10-19T09:01:18","modified_gmt":"2023-10-19T09:01:18","slug":"bank-accounts","status":"publish","type":"ht_kb","link":"https:\/\/hub.skileo.com\/bg\/knowledge-base\/bank-accounts\/","title":{"rendered":"Bank Accounts"},"content":{"rendered":"\n<p>Skileo helps you easily create and sync bank accounts. Import and categorize your transactions effortlessly in the Finances section.<\/p>\n\n\n\n<p>When creating a bank account, you have two options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Import and sync your existing bank account.<\/li>\n\n\n\n<li>Manually create the bank account.<\/li>\n<\/ul>\n\n\n\n<p>Your bank account information can be displayed as a payment method on the invoices and quotes you generate and share with your clients.<\/p>\n\n\n\n<p>You can filter bank accounts by different criteria:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Currency<\/strong><\/li>\n<\/ul>\n\n\n\n<p>You can perform the following actions for each record:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Add bank account<\/strong><\/li>\n\n\n\n<li><strong>Edit bank account<\/strong><\/li>\n\n\n\n<li><strong>Sync bank account <\/strong>(for connected bank accounts)<\/li>\n\n\n\n<li><strong>Show transact<\/strong> (for connected bank accounts)<\/li>\n\n\n\n<li><strong>Delete bank account<\/strong><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Create Bank Account<\/h2>\n\n\n\n<p>Go to the accounting software section  &#8222;Ac&#8220;, select &#8222;Bank accounts&#8220;, click on the &#8222;+Add new&#8220; button, and click on the &#8222;+Create bank account&#8220; button.<\/p>\n\n\n\n<p>Add the essential bank account information, such as the account name, IBAN, BIC\/SWIFT, and currency. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Connect Bank Account<\/h2>\n\n\n\n<p>Go to the accounting software section  &#8222;Ac&#8220;, select &#8222;Bank accounts&#8220;, click on the &#8222;+Add new&#8220; button, and click on the &#8222;+Connect bank account&#8220; button.<\/p>\n\n\n\n<p>To connect and sync a bank account, begin by choosing your country, bank, and the desired time period (transaction history to be synced). Next, simply click on the &#8216;Connect Bank Account&#8217; button. You will then be redirected to our bank account connection service (<a href=\"https:\/\/gocardless.com\/bank-account-data\/coverage\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Gocardless<\/a>) to complete the process. Follow the provided steps to successfully connect your bank account. <\/p>\n\n\n\n<p>Try this now in your&nbsp;<a href=\"https:\/\/app.skileo.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Skileo account<\/a>!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Skileo helps you easily create and sync bank accounts. Import and categorize your transactions effortlessly in the Finances section. When creating a bank account, you have two options: Your bank account information can be displayed as a payment method on the invoices and quotes you generate and share with your&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[329],"ht-kb-tag":[331,333,335],"class_list":["post-1697","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-accounting-bg","ht_kb_tag-ac-bg","ht_kb_tag-bank-accounts-bg","ht_kb_tag-transactions-bg"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Bank Accounts - Skileo<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hub.skileo.com\/bg\/knowledge-base\/bank-accounts\/\" \/>\n<meta property=\"og:locale\" content=\"bg_BG\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Bank Accounts - Skileo\" \/>\n<meta property=\"og:description\" content=\"Skileo helps you easily create and sync bank accounts. 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