How to register bank accounts in Kiiper?
Knowledge base
Knowledge base
How to register bank accounts in Kiiper?
To register a bank account in Kiiper, you can follow these steps:
- Log in to Kiiper, go.kiiper.app.
- Go to the company you need to manage (second level) and click on the Manage bank accounts button.
- Click on the + New bank account.
- Enter the bank account information, description, bank name, country and currency.
- Click on the Create account button.
Once you have registered the bank accounts, you can start importing the bank statements into Kiiper.
To register a bank account in Kiiper, you can follow these steps:
- Log in to Kiiper, go.kiiper.app.
- Go to the company you need to manage (second level) and click on the Manage bank accounts button.
- Click on the + New bank account.
- Enter the bank account information, description, bank name, country and currency.
- Click on the Create account button.
Once you have registered the bank accounts, you can start importing the bank statements into Kiiper.
If you use Xero or QBO, Kiiper can automatically extract the information to register the bank accounts, once the integration is activated. To do this, follow these steps:
- Log in to Kiiper.
- Go to the Company Settings section and click on the Integrations tab.
- Click on the Connect button next to the option you want to integrate, Xero or QBO.
- Enter your Xero or QBO credentials.
- Click on the Connect button.
Once you have connected Kiiper to Xero or QBO, the bank accounts registered in the accounting system will be displayed in the Bank ccounts section.
- Go to the Bank account Management section and select the bank account.
- Enter the bank account information, description, bank name, country and currency.
- Click on the Create account button.
Once you have registered the bank accounts, you can start importing the bank statements into Kiiper.
If you use Xero or QBO, Kiiper can automatically extract the information to register the bank accounts, once the integration is activated. To do this, follow these steps:
- Log in to Kiiper.
- Go to the Company Settings section and click on the Integrations tab.
- Click on the Connect button next to the option you want to integrate, Xero or QBO.
- Enter your Xero or QBO credentials.
- Click on the Connect button.
Once you have connected Kiiper to Xero or QBO, the bank accounts registered in the accounting system will be displayed in the Bank ccounts section.
- Go to the Bank account Management section and select the bank account.
- Enter the bank account information, description, bank name, country and currency.
- Click on the Create account button.
Once you have registered the bank accounts, you can start importing the bank statements into Kiiper.
If you have any questions about registering bank accounts in Kiiper, please contact us at
support@kiiper.app.