To ensure that your accounting is complete and accurate, all transactions from your business account (that is, transactions processed through the bank you have connected) must be recorded. KLARA supports you with the “Sync” function in the Accounting section.
Introduction
Accurate accounting is based on the complete recording of all account movements from the bank you have connected. In KLARA, you can use the “Sync” function to load your bank transactions into the system automatically or manually. This article explains how Sync works and what you need to keep in mind.
Note: If invoices were paid in another way (cash, cash register, credit card, third parties, partners, credits), you must specify this in the booking workflow or record it later using “Reconcile now.”
Why is Bank Sync important?
- Your accounting is accurate only when all bank transactions are included.
- You avoid missed entries and errors in liquidity planning.
- KLARA makes it easier for you to reconcile transactions with documents that have already been recorded.
Where can you find Sync?
- Go to the Accounting menu in the KLARA dashboard.
- At the very top, you will find the “Sync” menu item.
How does Bank Sync work?
You have two options for synchronizing your bank data in KLARA:
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Automatic connection:
- If your bank has an interface to KLARA, transactions are synchronized automatically.
- KLARA continuously updates your bank transactions in the background.
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Manual import:
- If your bank is not connected, you can export a camt.053d file from your online banking.
- Upload this file in the “Sync” section in KLARA.
- The data is used for bank reconciliation.
Video guide to Bank Sync
Here you can see how Bank Sync works in practice:
https://www.youtube.com/watch?v=qroNL7LoDZI
Conclusion
Bank Sync is a central component of your accounting with KLARA. By transferring your account transactions automatically or manually, you ensure that no transaction is overlooked. This keeps your accounting up to date and complete at all times.