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You need to click the blue hyperlink template to download the contacts.csv file.

You need to complete the template file and save it as csv, choose file and import.

How can I import customers to Surf Accounts?

The 'Check Brought Forward Balances' utility will enable you to view a report of all brought forward figures. This guide will help in analysing your postings in detail for resolving any cash flow issues. Guide to analysis on brought forward balances issues

How do I analyse brought forward balances in Surf AP?

To connect to your business bank, go to banking then click bank accounts.

Click connect to my bank on the bank account you want to connect with, e.g. Bank Current Account.

You will be redirected to Plaid. Click continue.

Search for the business bank by typing the bank name. The bank logos showing for AIB, BOI & Ulster Bank are personal bank account login pages.

Typing in the search bar will give you a wider range of banks to select from.

How do I connect to my business banking to import transactions?

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Surf Accounts: support@surfaccounts.com                                                                                                                                    

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