To automate bookkeeping within 17hats, you'll want to connect your bank account to 17hats! This will allow you to categorize transactions and keep better track of your bookkeeping.
To connect your bank account, go to your Bookkeeping page, by clicking on the tab within the left hand navigation bar.
If you do not yet have any bank accounts connected, as soon as you go to the "Bookkeeping" page, you will be prompted and can click on "Connect an Account" from there.
If you do have a bank account connected, you'll click on the "Gear" on the right hand side, and then "Connect to Bank".
You'll then be taken to the Bank Connections page where you'll search for your bank and be able to connect.
If at first you do not see your bank, try variations or just one word of the bank's name.
For example: typing "TD Bank Canada"
Or typing "TD Bank"
Once your bank is selected you will undergo an authorization process, giving permission for 17hats to access your transactions. You will be required to login with your online banking information. Follow the screen prompts to complete the connection process.
Depending on your bank's policies, you may have to undergo additional steps to authenticate each time you want to refresh your feed.
Special notes about your Bank Security and Safety:
17hats supports over 20,000 financial institutions.
We utilize a restricted connection to your account, so we can only read transaction history.
We use the most modern security and encryption technologies, ensuring your information is safe and secure.
We never store or view any account numbers or passwords.
* This feature may not be available on all plan types.
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Other questions? Reach out to our Business Support Team via Live Chat or Email Monday through Friday 7am-4pm PST.
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