Holded Academy
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Go to Holded
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Banks
Banks
All about your connected banks and payment gateways
Rocío avatar
By Rocío1 author25 articles
What can you do in the Banks section?
Banks Glossary
Delete transactions from the bank statement

Basic configuration


Add and synchronize a bank, a credit card or a box
Connecting, disconnecting and restoring a bank account
Add and configure a payment gateway
Activate the gateway as a payment method in the customer portal
Enter the Creditor ID in Holded
Use cashflow

Reconcile


Use bank reconciliation rules
Speed up reconciliation through suggestions
Reconcile invoices collected via Paypal and Stripe
Reconciling against remittances
Reconciling transactions with different signs
Deconciliating a movement
Reconcile invoices in another currency
Transfer and reconcile a transaction to a ledger account

Remittances


Manage your remittances with agility
Create a payment or collection remittance

Bank accounts


Archive and restore an account

Accounting boxes


Enter initial cash balance from a transaction
Daily cash closing
Enter the beginning cash balance

Payments and receipts


Editing, deleting or linking a payment or collection to an invoice
Create payments and receipts
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