Add a bank connection

Record which bank or card feed fills which account in your books, and disconnect one you stop using. A connection does not bring in bank lines by itself.

In the sidebar, open Bookkeeping, then Accounting, then Bank Connections. The page address is /bookkeeping/bank-connections. A new connection opens at /bookkeeping/bank-connections/new.

Before you start

• The bank or card account needs to exist in your chart of accounts first; see Add an account to your chart of accounts.
• A connection is a record of a feed and the account it fills. Choosing a feed provider does not link Nova to your bank or bring in any lines by itself. Statement files are still imported on the Transactions page; see Import a bank statement.
• Your role needs permission to create bank connections to add one. Updating, disconnecting and reconnecting each need their own permission.

Steps

1. Press Add bank connection. The Add bank connection window opens.
2. Under Provider, pick the feed provider. It starts on manual, which is the choice for a feed you fill yourself with statement files.
3. Type the Institution, for example your bank's name.
4. Under Account mask, type the last digits of the account number so you can tell accounts apart.
5. Under GL account, pick the bank, cash or credit-card account in your chart of accounts this feed fills. Every field is optional.
6. Press Add connection. Nova shows Bank connection added. and the connection appears in the list with the status pending.

What you see

• The list shows each connection's Provider, Institution with the masked digits, GL account, Last synced date and Status. A status can show a detail next to it, such as the reason given when it was disconnected.
• Click a row, or choose View details from its actions menu, to open it. With update permission you can change the Institution, Account mask and GL account, then press Save changes. The button reads Saved for a moment. The provider cannot be changed.
• Filters narrows the list by Status: Active, Pending, Error or Disconnected.

If something looks different

• Add bank connection is missing: your role cannot create bank connections.
• GL account reads Unknown in the list: the list cannot show the account's name. If your role can update connections, open the connection; the GL account box shows it.
• Last synced shows a dash and the status stays pending: nothing has come in through this connection. Nova does not pull lines from a provider yet.
• You closed the bank account or stopped the feed: choose Disconnect from the row's actions menu or the window. In the window that opens you can pick a Reason category and add a note, then press Disconnect. The status turns disconnected; imported lines and reconciliations are kept. To start it again, choose Reactivate in the row's actions menu, or Reconnect in the window, and confirm with Reconnect. It goes back to pending.
• The row has no actions menu: your role can neither disconnect nor reconnect connections. Click the row to open it.
• The list reads that there are no bank connections yet: none has been added for this organization.

Add a bank connection