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Connect your accounting software

Connecting your Capital on Tap account with accounting software can help you manage your business finances more efficiently.

Connecting your Business Credit account

You have two options for integrating your Capital on Tap account with your chosen accounting software:

  • Manual export transactions: You can manually export your transactions as a CSV file that is compatible with your accounting software. This file includes a notes column with any notes you have added to transactions.
    • UK customers can export to: Sage, Xero, QuickBooks, and FreeAgent.
    • US customers can export to: QuickBooks and Xero.
  • Connect via Live Feed: A Live Feed automatically adds your transactions to your accounting software without the need for manual import and export. The feed refreshes overnight. You can connect to: QuickBooks, Xero, Sage, and FreeAgent.

Connecting your Instant Savings account

You can connect your Savings account directly to Xero, Sage, and FreeAgent. It is not currently possible to connect Savings accounts to QuickBooks.

If you were linking your Business Credit Card to your accounting software before this became available, you will need to disconnect and reconnect your software via the Web Portal to add your Savings account.

How to connect QuickBooks

To connect your account to QuickBooks:

  1. Create a new QuickBooks account or log in with your existing one.
  2. Follow the steps on the QuickBooks help page to link your Capital on Tap account.
  3. Your transactions will now automatically sync to QuickBooks overnight.

Troubleshooting QuickBooks connection

Error 103: This error is generated by QuickBooks when it thinks the login is spam. Please contact QuickBooks support directly to resolve this.

Overnight transactions haven't synchronised: You need to wait up to 24 hours for the overnight sync to complete. If it still doesn't work, disconnect and reconnect your accounts.

Trouble downloading a CSV file: If you are using Google Chrome, try downloading the file in an Incognito window.

Important: The 'Self-Employed' plan on QuickBooks does not support full integrations with third-party apps, so customers on this plan can only use the 'Manual export' feature.

What should I do if I can't connect to QuickBooks?

Make sure you are using the unique, one-time username and password generated from the Accounting tab in your Capital on Tap portal.

Troubleshooting Xero connection

Transactions have not synced: Disconnect and reconnect your Xero account through the Accounting page in your Capital on Tap portal. Then, allow up to 24 hours for the overnight sync.

Balance in Xero is different from the portal: This can happen because we only send up to three months of historical transactions when you connect. You will need to manually adjust your opening balance in Xero.

If your Xero balance does not match your Capital on Tap portal balance, it's likely because you had a running balance before the first three months of historical data were synced. You will need to manually adjust your opening balance in Xero.

Troubleshooting FreeAgent connection

Transactions have not synced: Disconnect and reconnect your FreeAgent account via the Accounting page in your Capital on Tap portal. You should also sign out and back into both accounts. Then, allow up to 24 hours for the overnight sync.

Why isn't my transaction showing?

Transactions will not show on your live feed until they are cleared. After this, transactions will sync the following business day. If your transaction was more than one business day ago, please contact our Support through the Web Portal or App.