Connected accounts allow Bluevine accounting to automatically import transaction data, helping you keep your accounting records up to date and reduce manual data entry.

Connected accounts also provide transaction data that Bluevine accounting uses for financial reporting.

You can manage the financial accounts connected to Bluevine accounting from Transactions. Add new accounts or remove existing account connections to control which accounts sync transactions to your accounting workspace.

Before you begin

When adding a new bank account or credit card, have the following available:

• Your online banking credentials.

• Your multi-factor authentication device, if required.

• Access to the financial institution you want to connect.

Manage synced accounts

1. Sign in to your Bluevine dashboard. 

2. Go to Accounting > Transactions.

3. Select the manage sync   icon.
   

4. Review your synced accounts.

5. To remove a connected external account you must remove it from Bluevine completely. Follow the How to remove or delete a connected external bank account steps in Connect an external bank account. 

6. To connect another account under a previously connected financial institution, select +Add another account or credit card under that financial institution.

   • For full steps on how to connect an account via Plaid, refer to this process.

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

   • For full steps on how to connect an account via Plaid, refer to this process.

8. Select Update.

After you update your synced accounts, Bluevine accounting will only use your selected accounts for transaction syncing. Any transactions previously synced over from removed accounts will still remain visible in your Accounting ledger, but no new transactions will sync.

What happens after you connect an account?

Bluevine accounting imports available transaction data from your connected account. This data will also update your Bluevine accounting reports. The initial sync times may vary depending on the financial institution and the amount of transaction data being imported. 

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

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

Manage your transaction sync start date

The options for changing your transaction sync start date vary depending on whether it’s a Bluevine account or an external account.

Bluevine accounts

After you choose a sync start month for your Bluevine accounts, you cannot change the date to a later month. You can only select an earlier available month to import additional historical transactions.

For example, if you originally select February as your sync start month, you can later select an earlier available month (such as January), but you cannot change the start month to March or later.

Newly created Bluevine sub-accounts automatically use the sync start date already selected for your Bluevine accounts. If a new sub-account does not have transactions dating back to that month, Bluevine accounting imports the available transactions beginning from the date the sub-account was created.

External accounts

After you choose a sync start month for your external accounts, you cannot change it.

New external accounts use the sync start date already selected for your external accounts. However, the amount of historical transaction data available for a newly connected external account may depend on the financial institution.

If less historical transaction data is available for a new external account, Bluevine accounting will display a warning when you continue from the account sync page.

Reconnect an external account

If an external account becomes disconnected from Bluevine, its transactions stop syncing to Bluevine accounting. On the manage synced accounts page, a disconnected account appears unavailable for selection until you reconnect it.

To reconnect an external account to Bluevine follow the How to reconnect an external bank account steps in this process. 

Once the external account is reconnected to Bluevine complete the following steps to sync the account to Bluevine accounting:

1. Return to Accounting > Transactions.

2. Select the manage sync icon.

3. Confirm that the checkbox next to the reconnected account is selected.

4. Select Update if you made changes.

After you reconnect the account, new posted transactions from the time the account was disconnected should begin syncing.

Troubleshoot connection issues

I cannot select an external account

If the checkbox next to an external account is unavailable while on the manage synced accounts page, the account may be disconnected from Bluevine.

Go to External Accounts and reconnect the account. Then return to the manage synced accounts page in Bluevine accounting and select the account for syncing.

My financial institution isn't listed

Not all financial institutions are supported. Try searching for your financial institution using its full name.

My credentials aren't working

Check that:

• Your username and password are correct.

• You have completed any required multi-factor authentication.

• Your account is not locked by your financial institution.

My account isn't syncing

Try the following:

• Confirm that the connection to your financial institution is active.

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

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

• Check for notifications requesting that you reauthorize the connection.

I cannot connect a credit card

Credit cards must be connected from the managed synced accounts page in Bluevine accounting.  They cannot be connected directly from the External Accounts page.

I added another account from the same financial institution, but transactions stopped syncing

If you add another bank account or credit card using login credentials for a financial institution you've already connected to Bluevine accounting, transactions from previously connected accounts may sometimes stop syncing due to an issue. To fix this, the institution sync needs to be completely removed and then reconnected. 

To restore the connection:

1. Follow the steps in this process to delete or remove the affected financial institution.

2. Go to Accounting > Transactions.

3. Select the Manage sync icon.

4. Follow the steps in Manage synced accounts above to re-add the financial institution and select all bank accounts you want connected to Bluevine. 

5. Select the checkboxes for all accounts you want to sync to Bluevine accounting.

6. Select Update.

Need more help?

If you still cannot connect or sync your financial account, contact Bluevine Customer Support.