Connect and manage your bank accounts
- iK Dashboard
Connect a supported bank account to iK Accounting and manage the connection from the iK Dashboard.
The bank connection in iK Accounting is for bringing supported bank activity into your Accounting records. It is not the same as changing the bank account that receives your iKhokha payouts. To change your payout banking details, see How to update your banking details.
A connected account can make it easier to review money moving through the business, maintain income and expense records and compare bank activity with iKhokha sales and payouts. The exact activity and matching options depend on the iK Accounting product and connection.
Check supported banks
The secure connection process shows the banks you can connect. Select Add account to see the available options before you start.
Open Bank accounts
Under Reports, select Accounting.
Open the Bank accounts tab.
Add a bank account
In Bank accounts, select Add account.
Continue through the secure bank-connection process shown.
Complete the bank’s authentication or approval steps.
Return to Accounting and check that the connection appears in Bank accounts.
Never send your banking password, PIN or one-time password to iKhokha Support.
Review the connection permissions
The connection is used to bring account transaction data into iK Accounting. Review the permission request before you continue, and enter banking credentials only in the secure bank-connection process.
Connect another account
If the iK Dashboard shows Add account after you have connected one account, use it to connect another supported account.
Manage an existing connection
Use the Manage action shown beside a connected account to review the options available for that connection. Disconnecting or deleting a connected account here doesn't change your iKhokha payout account. To change that, see Change your banking details.
If a connection stops updating
Check that you are in the correct iKhokha profile and Accounting workspace.
Open Bank accounts and read the status or message shown.
Use the Manage or reconnect action if one is available.
Check whether your bank is still supported and whether the bank requires you to approve a new connection.
If the connection still isn't working, contact iKhokha Support on 087 222 7000 or support@ikhokha.com with the account name and the last update shown.
If a bank connection fails, don't keep resubmitting your bank credentials. A new iKhokha profile won't fix a connection problem.
Review the imported bank activity
Once the connection is available, see Add and manage income and expenses to review your records, and View your accounting reports to explore the available reports.
