Banking and payments
Bring in every bank line, record it in a few clicks, and get paid by card on your invoices.
- Plaid
Bank transactions and card payments, in one place
Every business has a bank account, so this is where most bookkeeping starts. Import a CSV, OFX or QFX statement from any bank today, or, once SyncBooks' Plaid connection is live, sync bank transactions daily from US and Canadian banks and card issuers. Bank rules suggest how to record each line, and bank reconciliation matches statement lines to payments, account by account.
On the other side, Stripe card payments let customers pay your invoices and quotes by card through a pay link, with the money going straight to your own Stripe account. Stripe payouts come in with their fees and are matched to the bank deposit, so what you were paid, what Stripe kept and what reached the bank agree.
What SyncBooks is built to connect
- Works today
Bank statement import
Upload CSV, OFX or QFX statements from any bank. No connection needed.
- Opening soon
Bank feeds (Plaid)
Daily transactions from thousands of US and Canadian banks and card issuers, for reconciliation and expenses.
Built into SyncBooksStripe
Take card payments on quotes and invoices, straight to your own Stripe account; payouts and fees.
- Planned
Chase
Business checking, savings and credit card transactions.
- Planned
Bank of America
Business checking, savings and credit card transactions.
- Planned
Wells Fargo
Business checking, savings and credit card transactions.
- Planned
Citi
Business checking, savings and credit card transactions.
- Planned
U.S. Bank
Business checking, savings and credit card transactions.
- Planned
Capital One
Business checking, savings and credit card transactions.
- Planned
PNC
Business checking, savings and credit card transactions.
- Planned
Truist
Business checking, savings and credit card transactions.
- Planned
TD Bank
Business checking, savings and credit card transactions, in the US and Canada.
- Planned
HSBC
Business account and card transactions.
- Planned
RBC Royal Bank
Business account and card transactions.
- Planned
BMO
Business account and card transactions, in the US and Canada.
- Planned
Scotiabank
Business account and card transactions.
- Planned
CIBC
Business account and card transactions.
- Planned
Mercury
Business bank account transactions.
- Planned
Relay
Business bank account transactions.
- Planned
Wise Business
Multi-currency account transactions.
- Planned
American Express
Business card transactions.
- Planned
Ramp
Corporate card spend and receipts.
- Planned
Brex
Corporate card spend and receipts.
- Planned
PayPal
Payments, refunds, fees and payouts, matched to orders.
- Planned
Shopify Payments payouts
Payouts and processing fees from Shopify, matched to orders and deposits.
- Planned
Square
In-person and online payments, fees and payouts.
- Planned
Authorize.net
Card payments through an existing merchant account.
- Planned
Braintree
Card and PayPal payments.
Banking
Statement import
Upload a CSV, OFX or QFX statement from any bank. No connection needed. Works today.
Bank feeds through Plaid
Connect a bank or card account at a US or Canadian bank through Plaid. Transactions arrive daily, or when you press Sync now. A line that also arrives in a statement file counts once. SyncBooks shows each connection's health and alerts you when a bank needs you to sign in again. Bank feeds open as soon as SyncBooks' Plaid connection is live. Until then, use statement import.
Rules and suggestions
Bank rules match lines by description, amount, direction and account, and suggest how to record each one, with the reason. Past lines from the same payee suggest too. A rule records a line by itself only when you set it to confirm automatically.
Record from the statement
Turn an unmatched line into an expense (split if needed), a deposit, a customer payment, or a transfer that matches the lines in both accounts.
Reconciliation
Match statement lines to payments and reconcile each account.
Receipt inbox
Upload receipts, or have SyncBooks read them from a folder in your company mailbox. PDF receipts are read for vendor, date, total and tax, matched to the bank line, and made into an expense or bill with the file attached. Photos of receipts are typed in by hand.
Payments
Stripe card payments
Connect your company's own Stripe account. Money goes straight to it.
- Every invoice has a pay link where the customer can view it and pay by card.
- Quotes can take a card payment too.
- Deposits get their own pay link.
- The customer portal lets customers pay several invoices at once.
- Refunds can go back through Stripe.
Payouts matched to deposits
Stripe payouts are read with their fees. Shopify Payments and other processors' payouts can be recorded from their payout files. Each payout posts from the clearing account and is matched to the bank deposit.
Receiving payments
Apply one customer payment across several invoices, whether it came by cash, card, check, transfer or Stripe.
Paying suppliers
Pay several bills at once in a payment run, one payment per supplier, with open credits taken first and remittance advice emailed to each supplier.
Planned
PayPal, Shopify Payments payouts read directly from Shopify, and Square are planned.
All synchronizations, built and planned Want a synchronization? Tell us