Linking your bank account to sync your transactions in Sole
How to video:
You can add multiple bank accounts following the steps below:
3. Start typing your bank's name. Select your bank from the list.
4. Type your bank username and password.
5. Click Link Account.
6. Select your business account from your financial institution and click Continue with selected account.
You may have to follow instructions from your financial institution to link your bank account to your SOLE account in order to sync your transactions.
Built in tax estimator is such a cool addition. Love the new version
Have been using Sole App for a few months now as a freelance creative. Absolutely love it - so simple to use, has everything I need and keeps me on track for my invoices, expenses and income.
Game changer! 🙌🏼
After searching high and low for an accounting app that supports both freelance traders and small business owners like myself, I have finally found my match.
Love using Sole as it’s so quick and easy to create and send quotes and invoices. Plus having the bank account linked makes identifying business expenses a breeze. I highly recommend this app to tradies and other business owners.
Using this app over the last few months has taken the stress out of managing the boring backend invoicing and accounts. Really easy to use and set up.
Great to see a record keeping app which keeps things simple plus offers very practical functionality. I especially like that it connects with live bank data. That’s an A+ right there.
I love how easy the invoices and quotes are from within the app - and they look good too. The biggest life saver for me is the expense tracking - quick & easy upload. I’m sure Tax time this year is going to be way easier than the usual scramble.
Sole is user friendly and allows me to generate quotes and invoices in moments. The instant pay feature that comes standard with the new version will save me loads of time chasing invoice payments! I am so excited to use this new and improved app. Thanks Sole!
Great and easy to use interface! Has all the features I need without over complicating everything. The support team have also been very helpful the whole journey with any questions I may have. I owe these guys a few beers for sure!
Sole is easy to use and super straight forward to navigate to create contacts, quotes and invoices. Tax time will be a breeze because everything will be up to date! 👍🏻
I love that all I need is my phone! Competitive pricing and a huge improvement on other accounting packages like Xero. Sole is a must for all sole traders!!
Sole is a fantastic app that allows you to send (and schedule) quotes and invoices on the go. Instant pay is also a great feature so you don’t have to chase up invoices and can get paid straight away. I love that you can manage everything from the one app… no more excel spreadsheets! Yay! It’s also easy to navigate, and if I have any questions I can chat with Sole or look at the Sole website which has several How-To videos or FAQs. Would recommend.
Very simple to set up with an easy to follow user interface that lets you track everything in one place.
Been looking around for ages for a good mobile app for my accounting. Sole has been a superb solution so far, the connection to my Gmail account was super easy to set up and the interface makes it clean and simple to use. Love it!
I just wanted to let you know that SOLE has changed the way I go about my bookkeeping. I used to use a free app that is now discontinued in Australia and I found SOLE met my needs. I was able to raise invoices easily, connect a bank account and match my expenses. Thank you SOLE.
An amazing solution to knock out all accounting issues for sole traders!