Available for all pricing plans
You can now seamlessly track your professional external accounts directly within your interface with the account aggregation feature. This allows you to conveniently monitor your external account balances and transactions from within the Qonto app to simplify your company’s accounting:
- all financial data centralized
- greater control and visibility over your financial information
👉 Click on the following link to discover a demo directly on your Qonto account: https://app.qonto.com/?tdm=add-account
Which roles can connect an external account into Qonto ?
Account holders and Admins have the ability to manage the connections with external institutions, on both web and mobile Qonto app. Only Owners, Admins, and reporting roles can view external accounts data.
💡 In the article, the word institutions refer to external banks or PSPs.
A PSP (Payment Service Provider) is a third-party company that allows businesses to accept electronic payments, such as credit cards and debit cards, i.e: Stripe and PayPal are Payment Service Providers.
How to set it up in my account ?
To connect (or reconnect) your professional external account, please follow the steps below.
☝️ Good to know: We recommend connecting external accounts exclusively in euros.
🖥️ From the web app:
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Go to your Business Account section > Accounts and click on Add an account
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Click on External account > Choose
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Select the bank account you wish to import onto your Qonto dashboard
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From the most popular banks and PSPs already suggested
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From the search bar if it doesn’t appear in the suggestions. If you can't find the bank or PSP you're looking for, unfortunately, the connection isn't yet available. That said, our teams are working hard to offer you a wide choice of establishments to suit your needs.
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Approve the connection to your external account by giving your consent by:
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Clicking on Allow and continue, you can scan the QR code with your phone and then log in directly on your external bank phone app. This option is only available for some institutions.
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Or by clicking on Continue from desktop, you will be redirected to your external account to log in with your usual logins.
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Select the bank accounts you wish to connect to Qonto. You can select more than one account at once. They are identifiable thanks to the name and the balance shown.
All set up! You will then be redirected to Qonto and your external account will appear in your Accounts section. You will receive a confirmation email once the data are fully synced.
Note: You can also find your External account in the Integrations and Partnerships section.
📱 From the mobile app:
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From the Home screen > go to the Balance section > Press the ➕ symbol
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Select External account
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Approve the connection to your external account by giving your consent and click on Allow and continue
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Select your account and log in with your usual logins
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Allow the connection to Qonto
You’re all set up!
☝️ Good to know: If the institution you want to connect does not appear in the list, please fill out this form, which will then be forwarded to our partner.
How will it look like on my interface?
You can filter and personalize your view by selecting your accounts from the Overview section, click on All accounts, select the ones you want and press Apply.
You will have access to the history of your external transactions for the past 3 months or more, depending on your bank.
Do I need to renew the sync at some point?
How to disconnect an external account from Qonto?
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Go to the Business Account section > click on Accounts > select the bank account
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Click on the 3 dots in the top right corner > then Manage connection
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Disconnect your account
Can Qonto access those accounts?
Can I export transactions made on external accounts from Qonto?
Can I attach an invoice/receipt to a transaction made with an external account on Qonto?