Connecting your Tide account to an accounting software

This page will help make your bookkeeping easier. You'll learn how to connect your Tide account to your accounting software, so your transactions can flow straight through.

If you're using Xero, then this page is for you.

If you've chosen Sage, FreeAgent, Coconut, CashFlow, QuickBooks, Crush, ClearBooks or Reckon – scroll down.

We've listed the most common accounting integrations here, but you can connect to any other software that works with Open Banking.

Connect to Sage Accounting

Find your Tide account, then select Actions > Connect to Bank, then choose or search for Tide in the list of banks

Have your Tide sign-in details ready, then select Continue to review and allow the financial data you’ll share

Select Continue to authenticate with Tide and follow the instructions in your Tide app to confirm the connection

Back on your computer, select the Tide account to connect and click Grant Access > Continue, then select the date you want Sage to start importing transactions

On the Banking page in Sage, your Tide account will update to show the transaction count.

You can see the full journey over on Sage's dedicated page.

Connect to FreeAgent

In FreeAgent, go to Banking > Bank Accounts.

If you're a new user, Connect your bank. If you're an existing one – select your Tide account and click Enable bank feed

Select Tide from the list or search for it, then click Connect to my bank. Give your consent and log in securely with your Tide credentials via the Tide app

Back in FreeAgent, choose your Tide account, pick a transaction start date, and select Link Account.

Click Show me my transactions – your feed will update every 24 hours with cleared transactions.

See all about this on FreeAgent's help centre page.

Connect to Coconut

In the Coconut app, go to More > Bank Connections > Add accounts

Select Tide from the list or search for it, then review what data Coconut will access and consent

You'll be redirected to your Tide app – log in and approve the connection

Back in Coconut, choose to use the account as Mostly business

Once Coconut confirms the connection on the screen, you're all set.

See the steps in details over on Coconut's website.

Connect to KashFlow

In KashFlow, go to Bank > Activate the account you want to connect. If you see Import instead, go to View/Add > Change Source, then return and select Activate

Select Open Banking Feeds and choose Tide from the list, or search for it

Read the information shown, then click Allow and you’ll be asked to log in to your Tide account. Enter your credentials and complete the security steps

Select the Tide account you want to connect, then Confirm

Back in KashFlow, choose which account to link by clicking Select

A pop-up will confirm your account is connected and you can start importing and reconciling transactions.

To see this journey in details, check out KashFlow's knowledge base.

Connect to QuickBooks

In QuickBooks, go to Banking or Transactions and select Link account

Search for Tide and choose it from the list, then give your consent for QuickBooks to access your Tide data

You’ll be redirected to Tide to log in and authenticate, then approve the connection

Back in QuickBooks, choose the Tide account you want to connect and confirm

QuickBooks will begin importing transactions daily, and you can also refresh manually from the Banking/Transactions page.

If you hit connection errors, use QuickBooks’ bank error guide from the Banking/Transactions page.

See all about the software on QuickBooks' support pages.

Connect to Crunch

In Crunch, go to Banking > Accounts & Cards

Find your Tide bank, or add it first if needed, then click the Open Banking icon next to it

Click Connect your bank account and review the service description, then tick the agreement box and Activate

When prompted to choose a bank, select Tide and you'll be redirected to log in and authenticate. After this, approve sharing data with Crunch

Back in Crunch, the Open Banking icon will show as Pending until the first transaction import is completed. This usually takes up to 24 hours, and you'll receive an email to confirm it

You can learn more about the connection over on Crunch's help centre page.

Connect to Clear Books

In Clear Books, go to Money > Bank accounts and click Manage bank feeds

First-time setup only: read the intro and click I Agree

Click Add feed > Continue to give consent for Clear Books to receive your Tide data

Select Tide from the bank list and complete the authentication on the Tide webpage – you'll be redirected automatically

Select the Tide account you want to connect, click Continue and link the feed to the matching Clear Books bank account

Once you're connected, a statement will import under Money > Bank accounts. Open it to start explaining/categorising transactions.

See the detailed instructions over on Clear Books' support page.

Connect to Reckon One

In Reckon One, click on Bank Feed Management > Add Feed

Review the Open Banking service information, then click Agree and Continue

On the Select a Site screen, search and select Tide Business Bank (Open Banking)

A pop-up will open to connect Tide to Reckon One – follow the on-screen prompts, and have your Tide app handy authenticate

Refresh the Bank Feed Management window – your Tide feed will now appear in the list

Close Bank Feed Management and go to Bank Connections to find Tide and choose Link to connect it to the right Reckon One bank account

Done – your Tide transactions will begin importing into Reckon One.

For all details, have a look at Reckon One's help article.