How to get your bank statements (and share them with your accountant)

From the Bank accounts menu, you can view the statements for the bank accounts linked to your account and to which you granted Banqup permission to fetch your bank account information. 

You can view, download, and share these statements your accountant.

Table of contents:

• Granting permission to your bank account

• Sharing statements with your accountant

• Downloading your statements

Granting permission to your bank account

• Go to the Bank accounts menu 
  
  
  
• Add a bank account (if not done already) and authorize it by clicking on Grant permission and following the instructions from your bank environment that appears on the screen.
  
  
  

Sharing statements with your accountant

At any time you can turn on and off the sharing of your statements with your accountant (the delivery happens automatically):

• Go to your Settings
  
  
  
• Click Bank statement service
  
  
  
• Turn the sharing option on or off
  

Downloading your statements

To download your statements, you can:

• Go to the Bank Accounts menu
  
  
  
• Click on the bank account of your choice, then click on the Statements tab.
  
  
  
• Select the desired statements, then click on Send statements via email
  
  
  
  • Or you can click the download button on any transaction (you'll be prompted to choose between CODA, CAMT, or PDF statements)