Connected Services: Connect Your Bank, GoCardless, Stripe and HMRC

This guide provides a straightforward process for connecting essential financial services like your bank, GoCardless, Stripe, and HMRC, streamlining your invoicing and payment management. By following the steps outlined, users can easily integrate these services, enhancing their financial operations and ensuring compliance. It's an invaluable resource for anyone looking to optimize their payment systems and improve overall efficiency.

Squeegee Team
18 steps
3 minutes

Sqgee

Gocardless

Monzo

Stripe

Service

To connect with our available integrations, head to Settings > Invoicing & Payments > **Connected Services**.

Connect Your Bank: Bank Reconciliation Setup

Please note that the bank reconciliation feature is available on the **Advanced** and above plans only. You will be able to connect one bank account. On the **Ultimate** and above, you will be able to connect multiple accounts.\ We would recommend completing this process on a desktop device.

You can then click into 'Connect Your Bank' and search for/select the banking provider you want to connect with. You will then be directed to GoCardless, our bank reconciliation feature provider.

Here, you should see the below notification. You can expand the drop down menu to see how GoCardless use this data. You will need to select 'Agree and Continue' in order to connect your bank successfully.

Enter the details required by your banking provider to locate the correct account. This usually includes your account number, sort code and email address but further details may be required.

Once your details have been entered, you may need to complete some form of authentication. Often, this will be in the form of a prompt sent to your mobile banking app, or an email/SMS notification.

You should see confirmation of the accounts being connected and can select the 'Continue' option to be redirected back to the Squeegee app.

Once redirected, you should see the below screen, which will allow you to 'Link payment account'. This will create a payment account in the Squeegee Chart of Accounts section so that you can go there and sync payments successfully.

Click 'Add to Squeegee' on the correct bank account connection. You may see that pots/savings accounts have also been added here - you should only need to link the main account, depending on what you plan to keep track of in Squeegee. You will see the account details here to differentiate.

In the process of creating the payment account, you will be able to change the name on the account - you can always change this at a later date if needed. Remember to click 'Save' here.

Finally, you can head to Chart of Accounts and should see your payment account there. You are now ready to sync with your bank and reconcile any payments.

Stripe & GoCardless

In the main 'Connected Services' screen, you can connect **Stripe** so that customers can pay manually by card via the invoices. If on the **Advanced**, you can also set Stripe payments up to be automatic, so that card details are remembered and payments can be raised automatically upon job completion.

Simply click into Stripe and then 'Connect your Stripe account'. This will redirect you to Stripe. Input your Stripe account email address and click 'continue'. Once the connection process is complete, you will be redirect to Squeegee.

You can connect your **GoCardless** account also, so that customers can sign up to a direct debit mandate. With this, payments can be raised against the customer manually or automatically upon invoice creation. We also support Instant Bank Pay, so customers will be able to make one-off payments via invoice using GoCardless also, and external payments, so that you can carry across any subscriptions set up on GoCardless.

Again, click 'Connect your GoCardless account' - this will redirect you to GoCardless. Fill in the relevant information and click 'Sign Up'. If you already have an account, click 'Log in' in the top right. Once the connection process is complete, you will be redirect to Squeegee.

You can find further information on setting up and using Stripe and GoCardless in Squeegee in the below tutorials: <https://scribehow.com/viewer/GoCardless_Setting_Up_Inviting_Customers_and_Charging_Them__7C9kegrkTR-hEsBljdykxg> <https://scribehow.com/viewer/Stripe_Setting_Up_Inviting_Customers_and_Charging_Them_Manually_or_Automatically__X_FViEozQkSXZrkwFjfXjw>

HMRC

Finally, on the **Ultimate** plan, you will be able to connect with HMRC for Balance and submitting VAT returns.

Once again, click 'Connect you HMRC account'. This will redirect you to HMRC, where you can click 'Continue' on the permissions page, and then click 'Sign in to the HMRC online service'. Once the connection process is complete, you will be redirect to Squeegee.

Additional Options

At the bottom of the screen, you will see two drop down menus. One will be to set your default automatic payment provider - here you can choose Stripe or GoCardless.

Then, you will see the 'Card Payment Provider' - you can set this to Stripe if you want this as the default.