To ensure that your bookkeeping is complete and accurate, all transactions from your business account (that is, transactions processed through the bank account you have connected) must be recorded. KLARA supports you with the “Sync” function in the Bookkeeping section.
Introduction
Accurate bookkeeping is based on the complete recording of all account activity 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, credit memos), you must specify this accordingly in the booking workflow or record it later using “Reconcile now.”
Why is bank syncing important?
- Your bookkeeping is only accurate when all bank transactions are recorded.
- You avoid missing entries and errors in liquidity planning.
- KLARA makes it easier to reconcile transactions with documents that have already been recorded.
Where can you find Sync?
- Go to the Bookkeeping menu in the KLARA dashboard.
- At the very top, you will find the “Sync” menu item.
How does bank syncing work?
You have two options for syncing your bank data in KLARA:
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Automatic connection:
- If your bank has an interface for KLARA, transactions are synchronized automatically.
- KLARA continuously updates your bank activity 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 to the “Sync” section in KLARA.
- The data is used for bank reconciliation.
Video guide to bank syncing
Here you can see how bank syncing works in practice:
https://www.youtube.com/watch?v=qroNL7LoDZI
Conclusion
Bank syncing is a central part of your bookkeeping with KLARA. By transferring your account activity automatically or manually, you ensure that no transactions are overlooked. This keeps your bookkeeping up to date and complete at all times.