Accounting link with ING

With the ING accounting integration, you no longer need to manually download and upload bank files. Bank transactions are automatically retrieved and processed in Yuki, ensuring that your administration always contain up-to-date bank data.

The accounting link with ING is only available when a user with the ‘Management’ role has selected the Minimal, Small, Medium, Large, or Unlimited bundle via the Yuki Store in the domain.

TIP!

You can also securely link your ING bank account(s) to Yuki via Ponto, in compliance with PSD2 and GDPR guidelines.

With the Ponto link, your bank transactions are automatically retrieved and processed in Yuki. 

Having both the Ponto link and the ING accounting link active at the same time for the same bank account can result in duplicate transactions.

For a detailed description, see article Ponto PSD2 links.

Create bank account first

Before you activate the accounting link, the specific bank account must already exist in the domain.

If the bank account has not been created, Yuki will not know which domain the transactions automatically retrieved via the accounting link are intended for.

Supported account types

Unlike some other banks, the ING accounting link has an important limitation:

Supported

• Standard business checking accounts
• G-accounts (blocked accounts for payroll taxes/VAT).

Not supported

• Savings accounts.

Automatic synchronization

ING bank transactions are automatically retrieved by Yuki once a day (except on public holidays) between 4.40 am and 5.40 pm.

Retrieve transactions from before accounting link activation

Unfortunately, the accounting link cannot import 'old' transactions. This means you will need to manually import all bank transactions up to the activation date.

Activate ING accounting link in Yuki

To activate the 'ING accounting link' in Yuki, actions must be taken both in Yuki (by the accountant) and at the bank (by the business owner).

Activation in Yuki (by accountant)

In the accountant portal, the accountant must click on the ‘Manage’ link next to the bundle in the domain settings and then add the 'ING link' feature.

Request link with ING (by entrepreneur)

After activation in Yuki, the accounting link must also be requested directly from the bank.

Only the domain owner (who holds the ING business debit card and the associated permissions) can request the accounting link and manage it later.

Read the text below in order to activate the link or view the information on web page Koppeling boekhoudpakket (website ING)!

Follow these steps to request the accounting link:

• Log in in Mijn ING Zakelijk
• In the lower-right hand corner of the screen. click Koppeling boekhoudpakket in the Gegevens en instellingen menu
• In the list now shown, select Yuki as your accounting software.
• Then click the Aanvragen/wijzigen button
• You are now on the Yuki landing page. Here you log in with your Yuki login details
• Mark the Transacties box behind the account to be linked with the ING
• Click the Bewaren en terug naar ING Bank button
• In the screen now opened, there is a check mark behind the account you want to link with Yuki.

  Agree to the terms and conditions.

• Confirm the link request via the Mobiel Bankieren App or the ING scanner.
  OR
• Confirm the link request by clicking the Bevestigen met TAN-code button, enter the  TAN-code, and then click the Verzenden button.
• In the confirmation screen, you can view an overview of the linked accounts by clicking the Bekijk de koppeling(en) link and selecting Yuki from the displayed list of accounting software.

After your request it can take up to a maximum of 24 hours before the link is active.

Completely deactivate ING accounting link

Deactivating the automatic ING accounting link involves two mandatory steps. The link is only successfully and permanently disabled once both steps have been completed.

.

Step 1. Deactivate in the Yuki contract (by accountant)

The accountant must remove the 'ING link' feature from your domain’s contract.

However, this does not actually terminate the accounting link.

Step 2. Terminate via Business Internet Banking (by entrepreneur)

The domain owner (with an ING debit card) must also terminate the accounting link via Internet Banking with the relevant bank:

Go through the following steps:

• Log in to 'Mijn ING Zakelijk'.
• Click on 'Bookkeeping integrations' in 'Settings'.
• Click on 'Remove integration'.