SEAMLESSLY INTEGRATE YOUR BANK ACCOUNT
Connect Your Starling Account
- From your Starling account menu, tap Marketplace > Browse Marketplace > Accounting > Xero > Add
- Tap ‘Open in app’ when prompted and ‘Approve’ for Xero to access your Starling data, then log in to your Xero account.
- Choose which business you want to connect and tap ‘Allow’ for Starling to access your Xero data (this will be your Business Name).
- Select the Xero account you want to connect to then choose the date from which you’d like to share your transaction data.
- You’ll be directed back to the Xero description page which should display as ‘Added’.
- To view your Xero data from within the Starling Marketplace, exit the Marketplace and reopen to view
Connect Your Tide Account
- To get started, visit web.tide.co/accountancy-software (to access your account, you will need to scan the QR code from within your mobile-app) and click on “Accountancy software” in the left-hand navigation bar.
- After you click “Connect”, you will be redirected to Xero – you’ll need to enter your login details, to select your organisation, and grant Tide access. Once this is complete, you’ll be taken back to Tide to enter your sync settings.
- Select which of your Tide accounts you’d like to create a bank feed for. We’ll match your Tide accounts to any existing accounts in Xero.
- Choose the start date for the sync, or else feed your entire transaction history to date.
- Tap “Sync” accounts to finalise. Tap “Accountancy software” for an up-to-date summary of the sync status of your accounts.
