How do I connect my bank account to 17hats?

It is very beneficial to connect your bank account to your 17hats account so that you can categorize transactions and keep better track of your bookkeeping.

To connect your bank account, begin by clicking on the "Bookkeeping" button on the left hand navigation bar, click on the "Gear" on the right hand side, and then "Connect to Bank".



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.

On the following screen, search for your bank. 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 of 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 19,000 financial institutions.
  • We utilize a 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.
KeywordSearch: Automatic Bank Feed, Connect Bank Account, Download Transactions, Pull Transactions, Automatically Receive Transactions, Set up auto feed, Connecting your Bank Account to 17hats

Bookkeeping

  1. How does 17hats invoicing and bookkeeping work?
  2. Video: Bookkeeping & Reporting
  3. Video: Syncing Bank Accounts
  4. Video: How do I categorize or split expenses?
  5. How do I connect my bank account to 17hats?
  6. How do I manually add a bank account?
  7. How do I categorize payments deposited into my bank?
  8. How do I categorize transactions?
  9. How often are transactions imported from my linked bank account?
  10. How do I find my bank?
  11. How do I record expenses?
  12. How do I add custom accounting categories?
  13. How should I handle gratuities in 17hats?
  14. How do I apply a transaction to an invoice?
  15. What is the profit and loss report in 17hats?
  16. How do I manage my payments?
  17. How do I manually refresh my bank account?
  18. How do category auto-suggestions work?
  19. Why is my bank not connecting or updating automatically?
  20. How do I export my 17hats Bookkeeping to QuickBooks Desktop?
  21. What does, "Login error - User needs to complete USP conversion at FI website" mean?
  22. What characters can I use in my online banking password when connecting my bank to 17hats?
  23. How do I connect my Barclays UK Bank account to 17hats?
  24. How do I connect my HSBC UK account to 17hats?
  25. Why do synced invoices from 17hats show up under "Undeposited Funds" in Quickbooks Online?
  26. What does the warning "Script not written yet?" mean when I try to connect my bank?
  27. How can I rename my bank account?
  28. What do I do if I'm having trouble connecting to Key Bank?
  29. What does it mean when I try to connect my bank and see "Your institution returned zero accounts associated with your login"?
  30. What does Error Code 192 mean when trying to connect my bank?
  31. Why did I get a warning message when trying to sync my invoices to Quickbooks Online?

Feedback and Knowledge Base