NEW - connect your bank to reconcile payments
Susie Bishop
9 steps
3 minutes
1
Go to settings > invoicing and payments > connected services
2
Go into 'Connect your bank'
3
Select your bank - almost every UK bank supports open banking and will be found in the list with the exception of Co-op and Metro banks. \ \ <https://gocardless.com/bank-account-data/coverage/>
4
You can see how GoCardless use your data here. \ Then click agree and continue.
5
Add your bank account details and your bank may ask you to provide the email associated with your bank account before pressing continue
6
After authorising the connection within your bank account, you'll be provided with a summary of the connection, then press continue to go back to Squeegee
7
From here, link your bank account to a payment account
8
Add the account to Squeegee and give it a name
9
And you'll be able to open in chart of accounts in the same way you did previously to reconcile payments using the old provider.
