{"id":8531,"date":"2024-02-22T13:11:03","date_gmt":"2024-02-22T11:11:03","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/setting-up-bank-connections-account-balance-importing-transactions\/"},"modified":"2024-02-22T13:11:03","modified_gmt":"2024-02-22T11:11:03","slug":"setting-up-bank-connections-account-balance-importing-transactions","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/setting-up-bank-connections-account-balance-importing-transactions\/","title":{"rendered":"Setting Up Bank Connections, Account Balance and Importing Transactions"},"content":{"rendered":"
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This guide explains how to activate bank connections in SimplBooks and how automatic bank transaction import works.<\/strong><\/p>\n\n\n\n

You can find the guide for processing bank transactions<\/strong> here<\/a> and the guide for paying purchase invoices<\/strong> here<\/a>.<\/p>\n\n\n\n<\/div><\/div>\n\n\n

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Bank connections significantly speed up bookkeeping. With a bank connection, you can see your bank account balance<\/strong> on the SimplBooks dashboard, and bank account transactions<\/strong> are automatically imported into the program once a day. Payments and receipts are automatically matched to invoices when the details correspond, so accounting entries do not need to be added manually.<\/p>\n\n\n\n

Activating a bank connection takes just a few minutes using your online banking credentials. You can start using bank transaction import and the account balance on the dashboard right away. <\/p>\n\n\n\n

If you wish, you can also enable the payment feature, which allows you to pay invoices directly from SimplBooks.<\/strong> Activating the payment connection usually takes a few days. <\/div><\/div>\n\n\n\n

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SETTING UP A BANK CONNECTION<\/strong><\/h3>\n\n\n
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Bank connections are activated under<\/strong> Settings > Integrations > Aiia > Activate.<\/p>\n\n\n\n

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<\/span>OP (Osuuspankki) customer \u2013 click to expand!<\/div>
Osuuspankki requires a separate digital services access right to activate the bank connection. If you are unable to activate the bank connection, check that you have access to the company account’s digital services. You can send a message via OP’s internal messaging channel and request activation of PSD2 services<\/a>. We have prepared a message template you can use. Replace XXX with your own details.<\/p>\n\n\n\n

Message template for Osuuspankki customers to activate the PSD2 connection: Download here<\/a><\/p>\n\n\n\n

After sending the message, OP will send you an electronic signature request and activate the service. Activation is free of charge.<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n

After activating the bank connection, you will see the bank account balance on the SimplBooks dashboard. The balance will appear by 16:00 at the latest on the following day, but it is usually visible immediately after activation.<\/p>\n\n\n

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Whenever the bank account balance is updated on the dashboard, the previous day’s bank transactions are also imported into the program.<\/p>\n\n\n\n