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Connect Bank Account

Connecting your bank account to accounting software like Bullet automates transaction importing, making reconciliation and record-keeping faster and more accurate.

Please check the next video to ensure how simple it is to connect bank account in Bullet:

Part 1: Connect Your Bank Account

Follow these steps to link your bank account to the Bullet system:

Step 1: Navigate to Bank Account Overview

  1. Go to the Accounts and Payroll section (top-left corner).
  2. On the left menu, click Bank Account.
  3. From the drop-down menu, select Overview.

Step 2: Initiate Connection

  1. On the Bank Account page, find the black button labeled Connect to Bank Account on the top right and click it.
  2. Click Connect to Bank on the next screen to start the workflow.
  3. A pop-up will appear explaining that Bullet uses a service to securely access your account transactions and details. Click Continue.

Step 3: Log in to Your Bank

  1. On the next screen, search for and select the name of your bank (e.g., Revolut, Bank of Ireland, AIB).
  2. You will be redirected to your bank’s secure login page. Enter your username and password to log in to your bank portal.

Step 4: Select Accounts to Connect

  1. Once successfully logged in, you will see a list of your bank accounts.
  2. Select the specific bank account(s) you wish to connect to Bullet by checking the appropriate boxes.
  3. Click Continue.

Your selected bank account will now appear in your Bullet system, along with summarized figures for imported transactions, your Bullet ledger balance, and the final reconciled balance.

Part 2: Manage and Update Bank Transactions

You may need to refresh transactions or check historical data to ensure accuracy.

Action 1: Refresh Imported Transactions (Current Data)

If you notice a discrepancy in the imported amount or balance:

  1. Go to Bank Account $\rightarrow$ Overview.
  2. Click on the name of your bank account.
  3. Look at the right menu. At the very bottom, click the button: Refresh Imported Transactions.
  4. Go back to the Bank Account Overview to confirm the latest transactions have been imported.

Action 2: Change the Pull Start Date (Historical Data)

If you need to import transactions from an earlier date:

  1. Go to Bank Account $\rightarrow$ Overview.
  2. Click on the name of your bank account.
  3. Check the Pull Start Date field. If this date does not match the start date you need, change the date to pull transactions from the desired time frame.

Action 3: Manage Imported Transactions

To edit, delete, or un-reconcile multiple imported transactions:

  1. Go to Bank Account $\rightarrow$ Overview.
  2. Under the connected bank account, click the button labeled Imported Transactions.
  3. This page shows all imported bank entries. Select the transaction(s) you wish to modify.
  4. At the top of the screen, use the Bulk Actions menu to select the action (e.g., Delete, Un-reconcile).
  5. Click Apply.

By following these steps, you can effectively connect, reconcile, and manage your bank transactions within Bullet.