Connect your external bank account
Connect external bank accounts and sync your transactions
8 articles
- Bank reconciliation errorsLearn how to fix reconciliation errors in Shine. Identify and correct issues such as double postings, missing entries, or incorrect opening balances to ensure your bank account matches your bookkeeping.
- Disconnect and reconnect your bankLearn how to disconnect and reconnect your bank integration in Shine. Follow these simple steps to refresh your bank connection and fix sync issues quickly.
- Remove unmatched entriesLearn how to remove unreconciled transactions in Shine. Adjust your bank reconciliation start date to hide old entries once your accounts are balanced and up to date.
- Create an account in Account PlanThis article will show you how to create and set up an account from the Account Plan.
- Aiia Hub introductionLearn how to manage your Aiia bank connection for Shine. Access Aiia Hub to update transactions manually, view connected accounts, or remove the bank integration when needed.
- Change bank accountsLearn how to create and manage multiple bank accounts in Shine. Set up a new bank account, close unused ones, and update your invoice payment methods to ensure accurate bookkeeping.
- Connect your bank to ShineLearn how to connect your bank to Shine using AIIA. Set up automatic bank imports, link multiple accounts, and keep your reconciliation updated without manual uploads.
- Create a bank accountLearn how to create a new bank account in Shine. Set up your account details, assign a name and number, and save it in your chart of accounts for accurate…