Connect a bank account
In Bank, Accounts, click Add new, then Connect bank account. Choose your country, your bank and how far back to fetch, give your consent on your bank's page, and Skileo gets the transactions.
- Software
- Skileo Accounting
- Who can do this
- Business owner, Member
- Updated
Before you start
Skileo connects to banks in 31 European countries. You give your consent on your bank’s own page: Skileo never sees your bank password. Skileo only reads your accounts, their balance and their transactions. It can’t make payments.
Connect your bank
- Open Bank in the menu of Accounting, then Accounts.
- Click Add new, then Connect bank account.
- Choose your Country.
- If the Bank field shows, choose your bank. In some countries, you choose it later, on the next page.
- Choose the Period: how far back to fetch transactions. The choice depends on your country and your bank, from 30 days up to 12 months.
- Click Connect bank account. Your bank’s page, or a secure page where you choose your bank, opens.
- Sign in to your bank there and give your consent.
- You come back to Bank accounts. If the window Connect Bank accounts opens, tick the accounts to connect and click Connect selected bank accounts.
Skileo adds the accounts and gets their transactions at once. Then see them in Transactions.
If the message This bank does not allow any history window. Please choose another bank. shows, choose another bank.
In some countries, each sync keeps only the transactions of the period you chose: older transactions are deleted from Skileo for good, matched ones included. An account you remove from the connection at your bank is also deleted from Skileo with its transactions. Choose a period long enough for your bookkeeping.
When the connection ends
Your consent lasts a limited time, set by your bank. After that, the account shows Connection expired on: in red, and its menu offers Reconnect instead of Sync.
- Click Reconnect in the account’s menu.
- Give your consent again on your bank’s page.
- Back in Skileo, if the window Connect Bank accounts opens, check that your accounts are ticked and click Connect selected bank accounts.
Skileo doesn’t remind you before a connection ends: watch the Connected until: date.
Common questions
Why wasn't one of my accounts connected?
It is already in your list with the same IBAN, for example an account you added by hand. Skileo tells you so after the connection. Delete the account you added by hand, then connect again.
Why are no transactions shown?
Your bank may not have sent them yet. Click Sync in the account’s menu. See Get the latest bank transactions.
Can I connect an account without a bank connection?
Add it by hand for the bank details on your invoices. It has no transactions. See Add a bank account by hand.
Who can connect a bank?
The Business owner, and a Member with Bank set to Edit. See Who can see and change bank accounts and transactions.