To allow CodaBox to retrieve the Account statements and/or Credit Card statements for a KBC/CBC account, your client must perform an action in his/her bank application to create the link between CodaBox and the bank.
How?
Link via KBC Touch
- Log on to KBC Touch (via your online banking application in your browser and not via the app on your mobile)
- On the home page, click on 'Profile in the drop-down menu
- Click the ‘Settings’ tile on the 'Profile' page
- Go to the ‘Link to external software’ tile and follow the procedure below depending on the service you want to link to
Would you like to share your Account statements with your accountant via CodaBox?
What do you see on the 'Link to external software' tile?
| There is NO link yet | There is ALREADY a link: CODABOX - Account transactions |
| Click on' Create link' | Click on the CodaBox - Account transactions link |
| Choose the accounting software : Select CODABOX | The accounts for which the link is already active are shown |
| Which information do you want to forward: Select 'Account transactions' | Click on 'Edit' |
| Which account do you want to link tor : Click on 'Select' | Select all other accounts to be linked and close this window |
| Select all the accounts to link and close this window | Accept the terms and conditions and click on 'Create link' |
| Accept the conditions and click on 'Create link' |
Would you like to share your Credit card statements with your accountant via CodaBox?
What do you see on the 'Link to external software' tile?
| There is NO link yet | There is ALREADY a link: CODABOX - Billing statements |
| Click on' Create link' | Click on the CodaBox - Billing statements link |
| Choose the accounting software : Select CODABOX | The accounts for which the link is already active are shown |
| Which information do you want to forward: Select 'Billing statements' | Click on 'Edit' |
| Which account do you want to link to : Click on 'Select' | Select all other accounts to be linked and close this window |
| Select all the accounts to link and close this window | Accept the conditions and click on 'Create link' |
| Accept the conditions and click on 'Create link' |
Linking via Business Dashboard
- Go to KBC Business Dashboard (via your online banking application in your browser and not via the app on your mobile)
- Click on 'Settings' on the start page
- On the 'Business settings' page, click on Accounts and cards
- Select ‘'Export account details to your software' on the 'Usage of your KBC account by third party' tile
- You arrive on 'Linking to accounting software', follow the procedure below depending on the service you want to link to
Would you like to share your Account statements with your accountant via CodaBox?
What do you see on the 'Linking to accounting software' tile?
| There is NO link yet | There is ALREADY a link: CODABOX - Account transactions |
| Click on 'Create a link' | Click on the CodaBox - Account transactions link |
| Choose the accounting software : Select CODABOX | The accounts for which the link is already active are shown |
| Which information do you want to forward: Select 'Account transactions' | Click on 'Edit' |
| Which account do you want to link to : Click on 'Select' | Select all other accounts to be linked and close this window |
| Select all the accounts to link and close this window | Accept the terms and conditions and click on 'Create a link' |
| Accept the terms and conditions and Click on 'Create a link' |
Would you like to share your Credit card statements with your accountant via CodaBox?
What do you see on the 'Linking to accounting software' tile?
| There is NO link yet | There is ALREADY a link: CODABOX - Billing statements |
| Click on 'Create a link' | Click on the CodaBox - Biling statements link |
| Choose the accounting software : Select CODABOX | The accounts for which the link is already active are shown |
| Which information do you want to forward: Select 'Billing statements' | Click on 'Edit' |
| Which account do you want to link to : Click on 'Select' | Select all other accounts to be linked and close this window |
| Select all the accounts to link and close this window | Accept the terms and conditions and click on 'Create a link' |
| Accept the terms and conditions and Click on 'Create a link' |
The procedure is also available with screenshots on the KBC website: