Link a credit card

In addition to a checking account, you can also link a credit card to GetMyInvoices and view its transactions.

Step 1: Set up a connection

• Go to “Banking” in the menu on the left.
• Select “Link Bank Account.”
• Click “Automatically Synced Accounts” and then “Next.”

Step 2: Select Connection Types

• Select “Bank Account or Credit Card”

Step 3: Select a Bank and Set a Start Date

• Use the search function to filter by your bank
• Click “Next”

• Select a start date. Transactions can generally only be retrieved for the last 90 days.
• Click “Next”

Step 4: Select credit card

• Select credit card.
• Click Next.

Step 5: Enter Login Data

• Enter your bank's login information.
• Select “Save PIN” to keep the connection active for as long as the bank allows.
• Click Next.

The credit card is now linked to GetMyInvoices, and the transactions are imported.

Tip: Check with your tax advisor or accounting department to determine which system should be used for bank account reconciliation. The transactions are only visible in GetMyInvoices.