Banking

How to add a new bank account

Fancy some visual assistance? Watch our handy setup video for adding your business bank account to Crunch, or if you'd like a faster setup we’ve got you covered by a quick clip which you can enlarge by selecting: For step-by-step support, please continue below. To add a new business bank account...

How to add a new credit card

In order to add a new credit card to Crunch, you’ll need to navigate to the ‘Banking Dashboard’. Once you’re here, use the blue ‘+new credit card’ button in the “Credit Card Accounts” section: Using this button will bring you to the “new credit card” form where you can enter the details of th...

How to add a new bank deposit

Whenever you pay money into your company, whether this is a deposit from your personal bank account or your own personal funds in cash, you should record a new bank deposit. To record a bank deposit, navigate to the ‘Banking’ tab and then click on the blue ‘New bank deposit’ button in the ‘Recent...

Setting up a Barclays automated bank feed using our Open Banking provi...

If you’re Barclays client, you can now connect and transfer statements directly from your Business Bank accounts using our Open Banking integration with our trusted provider, TrueLayer. Plus and Premium package clients can link up to two bank accounts with this service as part of your accountancy ...

Setting up an automated bank feed using our Open Banking provider

You can now connect and transfer statements directly from your Business Bank accounts using our Open Banking integration with our trusted provider, TrueLayer. Plus and Premium package clients can link up to two bank accounts with this service as part of your accountancy package. Small Business pac...

How to integrate your Metro Bank account with Crunch

This article will show you how to link your Crunch account to your Metro Bank bank account to securely transfer your statement entries directly from the bank to your account, ready for reconciliation. The statements will be uploaded into your account on Tuesday and Friday each week. You will als...

How to integrate your Cater Allen bank account with Crunch

This article will show you how to link your Crunch account to your Cater Allen bank account to securely transfer your statement entries directly from the bank to your account, ready for reconciliation. Linking your account to your Cater Allen bank account in the way described below will never gi...

Bank Statement and CSV Upload Guide

Interested in setting up our Open Banking or BankBolt integration? For Barclays Open Banking, please see here. For Metro Bank’s automated bank feed, please see here. For Cater Allen’s automated bank feed, please see here. Uploading your bank statements to your Crunch a...

How to upload a bank statement and reconcile your Crunch Account

Fancy some visual assistance? Watch our handy video for Reconciling your Crunch account, or if you'd prefer to see a fast upload & bank reconciliation summary we’ve got you covered by a quick clip which you can enlarge by selecting: For a step-by-step guide, please follow the instructions below...

How to unreconcile your bank account

If you’ve made a mistake during your bank reconciliation, or there’s an error on the statement you’ve uploaded that needs deleting, you may find yourself needing to unreconcile your bank account in order to fix the problem. You can undo anything you've reconciled, as long as your year's accounts f...

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