Bluevine accounting, powered by Xero, lets you manage accounting tasks from your Bluevine account. You can categorize transactions, connect external financial accounts, and view financial reports in one place.

With Bluevine accounting, you can:

• Track income and expenses.

• Review and categorize transactions.

• Connect external financial accounts.

• View financial reports.

Before you begin

Before you activate Bluevine accounting:

• Make sure your Bluevine account is active.

• Review the free trial and subscription details shown during activation.

• Review and accept Xero's Terms of Use and Privacy Policy and the Xero Trial Promotional Terms.

Important: Customers who already have a pre-existing account with Xero may not currently be eligible to activate Bluevine accounting.

Bluevine accounting is powered by Xero, a third-party accounting platform.

Activate Bluevine accounting

1. Sign in to your Bluevine dashboard.

2. Select the Accounting tab.
   
   

3. Review the Bluevine accounting offer and subscription details.

4. Review the applicable terms and agreements.

5. Select Activate Offer.

6. Wait while Bluevine creates your accounting workspace.

7. Select Continue to setup.

After activation, you can connect financial accounts and choose when to begin syncing eligible transactions.

Connect accounts during setup

Connecting external financial accounts allows Bluevine accounting to import eligible transactions for use in your accounting workspace.

During setup, you can connect accounts immediately or skip this step and connect accounts later.

All of your Bluevine accounts will be connected automatically, including any new sub-accounts you may create in the future.

Connect an account

1. Review the accounts list and update your selections as needed.  We recommend connecting only those accounts and credit cards which are used for business purposes.
    
   

2. To connect another account under a financial institution which has been previously connected, select +Add another account or credit card directly beneath that financial institution.

3. To connect an account under a new financial institution, select the Add bank or credit card button near the bottom of the page.

4. Follow the instructions in Connect an external bank account to connect your account.

5. Choose a sync start date.

   1. For Bluevine accounts: select a start month up to 12 months in the past.

   2. For external accounts: select a start month up to 3 months in the past.

   3. Note: Transaction syncing begins from the first day of the month you select. For more details on transaction sync start date, refer to this process. 

6. Select Continue.

Take a tour

After you connect your financial accounts, you will start in the Transactions dashboard, where you will be prompted to take a guided tour of the available features.

Important: After you activate Bluevine accounting, the first transaction sync may take 5 - 7 minutes. Transactions will not appear in Transactions until the initial sync is complete.

After your transactions finish syncing, you can choose where to continue:

• Go to Transactions to review and categorize imported transactions.

  • For more information on reviewing imported transactions, refer to this process.

• Go to Reports to view available reports.

  • For more information on Bluevine accounting reports, refer to this process. 

Your accounting workspace remains available regardless of which option you choose. 

Understand Bluevine accounting pricing, free trials, and billing

Bluevine accounting costs $12 per month after any applicable free trial. Your free trial length is based on your active Bluevine Business Checking plan when you sign up. After your trial, the subscription fee is charged to your main Bluevine Business Checking account at the beginning of each monthly accounting billing cycle.

Pricing and free trials

The standard Bluevine accounting subscription is $12 per month, regardless of your Bluevine Business Checking plan.

Your free trial is based on your active checking plan when you sign up for Bluevine accounting:

When your subscription fee is charged

Bluevine charges the $12 Accounting subscription fee on the first day of each paid billing cycle.

When your free trial ends and your paid subscription begins, Bluevine charges your first $12 monthly subscription fee when your paid subscription activates. Recurring subscription fees are then charged at the beginning of each new monthly billing cycle.

The Accounting subscription fee is charged only to your main Bluevine Business Checking account. The fee cannot be divided among your sub-accounts.

What happens if you do not have enough funds

Your main Bluevine Business Checking account must have enough funds to cover the full $12 subscription fee.

A failed subscription payment will result in cancellation of your Bluevine accounting subscription.

What happens when you cancel

When you cancel Bluevine accounting, you will continue to have access to Bluevine accounting through the end of your current paid billing cycle or free trial period. Please download or export all your historical data before the end of your current paid billing cycle or free trial period, as this will no longer be accessible after.

Important: At this time you cannot resubscribe after cancellation if the last paid billing cycle or free trial period has ended. 

Cancel your Bluevine accounting subscription

To cancel your subscription:

1. Sign in to your Bluevine dashboard. 

2. Select the profile icon.

3. Select Accounting.
   

4. Select Cancel subscription.
    

5. Select Yes, cancel subscription to confirm.

6. Review the confirmation, then select Done.

   1. Note: You can reactivate your subscription as long as you are still within the billing cycle. If the subscription or trial period has lapsed there is no ability to re-subscribe or start over. 

Troubleshoot activation

I can't activate Bluevine accounting

If you cannot activate Bluevine accounting:

1. Confirm that you're signed in to your Bluevine dashboard via a web browser.

2. Refresh your browser.

3. Clear your browser cache and cookies.

4. Try signing in from another supported browser.

If you still cannot activate Bluevine accounting, contact Bluevine Customer Support.

I already use Xero

Existing Xero customers may not be eligible to activate Bluevine accounting. If you receive a message indicating that an existing Xero account was detected, you may not be able to continue with setup.

My account connection failed

If you cannot connect an external financial account:

1. Verify your login credentials.

2. Complete any required multi-factor authentication steps.

3. Try connecting the account again.

4. Wait and try again later.

You can continue using Bluevine accounting without connecting external accounts during setup.

My transaction sync failed

Transaction syncing may sometimes experience delays or errors.

If you notice that your transactions are not downloading:

1. Verify that the connected account is still active. Follow the How to view connected external bank accounts steps in this process. 

2. Allow additional time for the transaction sync to complete.

   1. For newly connected accounts: allow 5 - 7 minutes for first initial sync. 

   2. For existing connected accounts on a regular syncing schedule: Allow several hours for sync processing.

3. Refresh the page and check again later.

In general, issues with syncing transactions won't block you from accessing Bluevine accounting.

How much transaction history can I sync?

Bluevine accounting currently supports: 

• Bluevine accounts: up to 12 months of historical transaction data

• External accounts: up to 3 months of historical transaction data. 

Additional historical transaction support is not currently available. Transaction syncing begins from the first day of the month you select.

After setup, you can update the sync start date for Bluevine accounts to an earlier available month to import additional historical transactions. You cannot move the date to a later month. The sync start date for external accounts cannot be changed after you select it due to data limitations imposed by other financial institutions.

For newly connected external accounts, the amount of historical transaction data available may also depend on the financial institution.

Get more help

If you cannot activate Bluevine accounting or notice a significant delay in your transactions syncing after onboarding even after following these steps, contact Bluevine Customer Support.