Link your bank or move your old books

Steps

1. 1

   Step 1: After you set up a company, Accountable asks How do you want to start?

2. 2

   Step 2: Pick Link your bank (picked for you) and press Continue. You go to Connections: press Link your bank and sign in to your bank in Stripe's window.

3. 3

   Step 3: Or pick Move my books, choose your old tool under From (Digits, QuickBooks, Xero, Kick, Puzzle, Pilot, Zeni or Spreadsheet) and press Continue.

4. 4

   Step 4: If you leave half-way, press ⌘K and choose Move books from Digits, QuickBooks or a spreadsheet, then Pick up your move where you left off.

Good to know

• Moving is free, and no one at Accountable touches your books.
• Linking your bank now doesn't stop you from moving history in later.

Related articles

• Move your books to Accountable
• Which banks, cards and payroll tools connect