Depending on the connection type, the bank account is connected using your personal credentials (PSD2) or your company's participant data (EBICS).
The roles Owner, Admin and Editor can connect banks (see also Roles and permissions).
A connection via PSD2 is linked to the person whose online banking credentials are used to connect the account, not to the company. The exception is the connection via EBICS, see here -> Connect a bank account via EBICS.
In the Professional Edition, bank accounts must be actively linked to the relevant companies by clicking ALLOCATE.
The function is located under ACCOUNT SETUP -> My Bank Accounts.
Connect your bank account with these simple steps:
Click “Add new bank”.
First select a connection type.
Optionally select the start date for the synchronization.
Note: The actual start date may differ from the data delivered by the bank. For planning, more history is better. Note: Smart Planning only works with at least 12 months of history.Search for the desired bank by bank name or BIC.
Select at least one of the displayed accounts and add it.
The added accounts are automatically connected to the company.