You've requested CARO via MyCodabox for a credit card linked to a KBC/CBC account?

Codabox can only retrieve credit card statements (CARO) for your KBC/CBC account if you (the cardholder) have first taken the necessary steps in your banking app to establish the link between Codabox and the bank. Follow the below instructions.

Are you not the cardholder? Then pass the below instructions along to the right person.

Kate in KBC mobile

NEW!
Do this activation in less than 2 minutes via Kate in your KBC mobile app.
  1. Tap the Kate search bar at the top of your KBC mobile.
  2. Type 'Codabox'.
  3. Choose 'activate Codabox' and follow Kate's instructions.


Are you not able to do it via Kate? Then follow the instructions below (for KBC Touch or Business Dashboard).
Important: you must be in the business section of your banking application to make this connection.


Are you getting an error message in your banking application? Try again (perhaps check your Internet connection).


How to link a KBC/CBC account?

Link via KBC Touch
  1. Log in to KBC Touch (via the online banking application in your browser - not via the app on your mobile).
    Important: you must be in the business section (located at the top left under the KBC logo in the application) to make this connection.
  2. On the landing page, click on your Profile at the top right in the drop-downmenu next to your name.
    Payment tab in KBC Touch, account login
  3. Click the Settings tile.
    Profile parameters, press settings
  4. Go to the tile External software - follow further instructions below: there are 2 scenarios, depending on your situation, to continue via the tile 'External software'.
    Note: do NOT click the tile 'Share info with third parties', it is not applicable for the retrieval of your statements via Codabox.
    Settings parameters, tile external software
Note: The Link feature is only available to professional users.


You want to receive your credit card statements (CARO) via Codabox AND there is NO existing Codabox link for billing statements on the tile. Follow these steps.
  1. On the tile External software, click Link.
    external software - click link
  2. Choose your accounting software: select Codabox.
    What information do you want to forward: select Billing statements.
    Which accounts do you want to link to: click Select.
    Choose accounting software, select billing statements and click select
  3. Select all of the accounts you wish to link and save.
  4. Accept the conditions and click Create link.
    create link


You want to receive your credit card statements (CARO) via Codabox AND you can see an existing Codabox link for billing statements on the tile. Follow these steps.
  1. On the tile External software, click the existing link Codabox-Billing statements.
    You will see the accounts for which the link is already established.
  2. Click Edit.
    click link Codabox-Billing statements and edit

  3. Select all of the other accounts you wish to link and save.Link accounting software

  4. Accept the conditions and click Create link.
    Create link


Link via Business Dashboard
  1. Go to KBC Business Dashboard (via the online banking app in your browser - not via the app on your mobile).
  2. Click Settings.
    KBC Business Dashboard, click settings
  3. On the page 'Business settings', select Accounts and cards.
  4. On the tile 'Usage of your KBC-account by third parties', select Export account details to your software.
    Export account details to your software
  5. You are now on the page 'Linking to accounting software' - follow further instructions below: there are 4 scenarios, depending on your situation. 


You want to receive your credit card statements (CARO) via Codabox AND there is NO existing Codabox link for billing statements on the tile. Follow these steps.
  1. Click Create a link.
  2. Choose your accounting software: select Codabox.
    What information do you want to forward: select Billing statements.
    Which accounts do you want to link to: click Select.
    Create link, choose Codabox, select billing statements, press select
  3. Select all of the accounts you wish to link and save.
  4. Accept the conditions and click Create link.
    Create link


You want to receive your credit card statements (CARO) via Codabox AND you can see an existing Codabox link for billing statements on the tile. Follow these steps.
  1. Click the existing link Codabox-Billing statements.
    You will see the accounts for which the link is already established.
  2. Click Edit.
    Click Codabox-Billing statements, press edit
  3. Select all of the other accounts you wish to link and save.select accounts to link

  4. Accept the conditions and click Create link.
    Create link



The procedure is also available with screenshots on the KBC website

Do you have any questions about this procedure? Contact your bank's support:

KBC Touch: 016/43 25 19 - KBC Business Dashboard: 016/43 25 18