Notes

BankLink Notes makes doing your accounting a simple task. You don't need any accounting skills and you don't need to spend hours at your computer keying in data. And best of all, BankLink Notes is recommended by accountants.

How does BankLink Notes work?

Each month your Accountant receives your bank transaction data electronically and reviews your transactions. For some entries, such as cheques, they may require additional information from you, and will email you a BankLink Notes file to complete.

When you receive your BankLink Notes file, all you need to do is type a short description of what each transaction was for, or select from a list of your regular suppliers (called Payees). Then you email the file back to your Accountant.

What does BankLink Notes look like?

To read your BankLink Notes file, you will need to install the BankLink Notes software onto your computer. This software and all software updates are provided by your Accountant. Here's an example of a BankLink Notes file:

What are the benefits?

The key benefit of using BankLink Notes is that it dramatically reduces the administration time required to do your accounting. BankLink Notes eliminates the burden of data entry, without making things complicated or technical. It all adds up to you and your Accountant having more time to focus on building your business.

How do I get started?

To use BankLink Notes you need to speak to your Accountant who will provide an authority form for you to complete. The form is sent to your bank for signature verification and once approved, your bank will forward a secure, electronic copy of your statement information to your Accountant via BankLink.

Where can I find more information?

For more information about whether BankLink Notes is right for you, talk to your Accountant today.