Accounting link with Knab

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

With the Knab 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 Knab 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.

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 Knab accounting link has an important limitation:

Supported

• Standard business checking accounts
• Savings accounts.

Not supported

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

Automatic synchronization

The Knab bank transactions are automatically retrieved by Yuki once a day between 10.20 a.m. and 6.20 p.m. from Tuesday to Saturday (including public holidays).

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 Knab accounting link in Yuki

To activate the Knab 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 'Knab link' feature.

Request link with Knab (by entrepreneur)

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

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

Read the text below or watch the 'Hoe maak je een boekhoudkoppeling?' demo (website Knab)!

Follow these steps to request the accounting link:

• Log in in your Persoonlijke Bankomgeving
• Navigate to Betalen at the top in the menu and then click Boekhoudkoppeling
• Then click Maak een boekhoudkoppeling
• Select the bank account(s) that you want to link
• Then click the Yuki icon and go through the steps described in the screens below and finally use your Knab debit card and Card reader to confirm the link:
  
  
  
  
  

The accounting link wil be active the next business day.

Completely deactivate Knab accounting link

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

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

The accountant must remove the 'Knab 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 Knab debit card) must also terminate the accounting link via Internet Banking with the relevant bank:

• Log in to Knab (not via the app).
• Click on 'Payment' in the menu bar at the top of the window.
• Click on 'Accounting link*'in the blue bar that now appears. 
• Press the 'trash can' icon next to the relevant accounting link.
• Agree to the termination of the accounting link.