• Nicola Curson

FreeAgent - How to Set Up a Bank Feed

As you know here at Zest we're big fans of FreeAgent and happily recommend their software to many of our small business clients. So, to help new users of the software get up and running, we've put together a short series of 'How To' posts each containing a great step by step video.

Today's "How To' shows how to set up a bank feed.


You can view the video here



I cannot express how much time can be saved by having an automatic bank feed set up in FreeAgent. Trust me, I started my training in the mid 90's when manual handwritten cashbooks and ledgers were the norm. I still shudder at the number of hours it took to write up a cashbook from paper bank statements, add it all up and then add it all up again when it didn't balance!


Automatic bank feeds to me are a no-brainer. They're secure, reliable and will save you hours, giving you back your relaxation time in the evenings and weekends.


Here's how to connect your bank account to FreeAgent.


As always, the above is a general guide. If you need any further information, specific to your circumstances, it’s always best to check with us or your accountant first. Don’t forget we provide a FREE year-round support line to all or clients, where we will happily advise you. Find out more about our accounting packages starting from just £35 per month.

Thank you to FreeAgent for providing the videos. To find out how FreeAgent can help your small business, click here.


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