Would you like us to include transactions from an additional business bank account in your bookkeeping – or replace your currently linked business account with another one?
In this article, we’ll explain what information we need from you and what to keep in mind during the process.
Connecting your business bank account enables secure and automated import of your transactions – from over 1,000 supported banks. This ensures your bookkeeping remains complete, up to date, and accurate at all times.
What we need
The full name of your bank
Especially for savings banks (Sparkassen) and cooperative banks (Volks- & Raiffeisenbanken), it’s important to include the location (e.g., Kreissparkasse Bersenbrück or Raiffeisenbank Regensburg-Wenzenbach).The desired start date for transaction import
Please let us know from which date you want us to import transactions into your bookkeeping.This date determines the starting point from which bank transactions will be included.
What should happen with your old already connected Bank Account?
Do you want to keep the old bank account (e.g. Kontist) linked? Or should it be fully replaced by the new account? If yes – from when?Important: If the new account fully replaces your Kontist account, we will stop importing transactions from Kontist as of the specified date.
How to Send Us Your Information
You can provide the necessary information through one of the following channels:
via our form: 👉 Fill out the form
via email: 📧 kontakt-team@smarta-steuern.de
or directly via chat
What Happens Next?
Bank Availability Check
Once we receive your information, we’ll check whether your bank can be supported.
Preparing the Connection If supported, we’ll set up the new connection starting from your requested date.
Authorization Emails
You will then receive one or two emails with personal links to authorize the connection(s):
If you are replacing your existing account:
You’ll receive an email to authorize your new account.
If you want to keep your current account and add another one:
You’ll receive two emails – one for your new account and one for your existing account. Please authorize both to ensure complete transaction import.
What happens after linking?
Your transactions will be automatically synchronized
The data is updated daily
Technical notes on data transmission
The authorization is valid for 90 to 180 days, depending on your bank.
After that, we’ll send you a new link to renew the connection – the process is the same as during the initial setup.
You’ll simply need to re-authorize access via your online banking, so we can continue retrieving your transactions.
Retroactive transaction import – how much data will be fetched?
On the connection screen, a timeframe of up to 730 days is often shown. This is the maximum period allowed by some banks.
However, we will only import transactions from the start date you agreed with us during setup.
In your smarta web app, you can see when the import began by checking the date of the first visible transaction.
Frequently Asked Questions (FAQ)
Do you need support?
For our clients:
Feel free to reach out to us anytime at kontakt-team@smarta-steuern.de or book a consultation here – we're here for you!
Not a smarta client yet? No problem!
Book an appointment here for our comprehensive startup package or a consultation if you only have questions about specific topics.
Further questions?
Contact us via the app or by email at kontakt-team@smarta-steuern.de if you want to learn more about our consulting services or have other tax-related concerns.