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Loop supports a direct integration with QuickBooks Online, Xero, Wave and others. Your Loop Accounts and Cards can all be accessed through the Banking or Bank Feeds section of your accounting software provider.

Functionally, Loop’s integration looks the same and can be accessed in the bank feed of your accounting provider. Most bank feeds that pull from traditional banks use "screen scraping," which is less secure, can miss additional transaction detail and often breaks requiring re-connection or manual bookkeeping corrections. Loop uses Direct Connectivity using an API, creating a secure, permanent digital bridge that ensures all of your data is pushed to your accounting provider without the need for constant re-authentication.

Your Loop Accounts and Cards can be accessed through the Banking or Bank Feeds section of your accounting provider. Loop provides a dedicated digital bridge, enabling most major accounting software providers to access your Loop data. This removes the need for manual CSV exports and ensures your transaction data is pushed to your accounting software with high precision.

No. Accounting integrations are available to all Loop customers across all plans at no additional cost.

1. Log in to your accounting platform (e.g., QuickBooks, Xero etc).
2. Go to the Banking or Account Connections page.
3. Search for Loop Financial.
4. Enter your Loop credentials when prompted.
5. Select the specific currency accounts or credit cards you want to link and follow the prompts to complete the connection.

Yes, you can sync historical data to catch up on your bookkeeping, though the process varies depending on your specific accounting software.

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Absolutely. You can map your Loop CAD, USD, EUR, and GBP accounts to their corresponding accounts in your accounting platform. This ensures your transactions land in the correct ledger without forced conversions.

The integration automatically pulls in:

• Transaction dates and amounts
• Transaction descriptions
• Transaction categories
• Automatically updated account and credit card balances
• Transaction notes – memos you've added within the Loop platform (QuickBooks only)

Yes, receipts uploaded by you, your card users, or Ailo are automatically attached to the corresponding transaction and synced directly to QuickBooks Online. For other platforms, including Xero and Wave, receipts do not yet push to your software. You can continue to use the bulk download feature in Loop to export receipts for your records or audits.

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Once connected, your transaction data syncs automatically based on your provider’s refresh schedule. As transactions are posted in Loop, they are queued to appear in your accounting software’s bank feed (typically within the hour), making them ready for seamless reconciliation. You can also manually resync your data in your accounting platform. 

Yes. Loop uses tokenized authentication. This means you never have to share your banking credentials with third-party aggregators, and your data is protected by the same bank-grade security used across the entire Loop platform.

Because we use Direct API connectivity, "broken" feeds are highly unusual. However, if you notice a delay in transaction syncing, most accounting providers enable you to reconnect an account directly within their banking dashboard. This effectively refreshes the secure connection between the two platforms.

If the issue persists after attempting a reconnection, please reach out to us at support@bankonloop.com and we’ll investigate the connection on our end immediately.

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If the user that set up the accounting integration has been deactivated from your Loop account, an active account member / user will have to reintegrate Loop with your accounting software. 

Access depends on the user's role. Account owners, admins, bookkeepers, and read-only users all have the permissions required to connect the integration and view financial data. It is important to note that if a user has the authority to connect Loop to an accounting platform, they will inherently be able to view that data on the platform.

Absolutely. You maintain total control over your data portability. You can disable the connection at any time directly through the Banking or Connections menu within your accounting software. Once you disconnect, the secure digital token is immediately revoked, and Loop will stop pushing transaction data to that platform.

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If you are having trouble finding Loop in your search bar, there are a few common troubleshooting steps you can take. These solutions often depend on which specific platform you are using:

• Ensure you are using the cloud-based "Online" version of your software (e.g., QuickBooks Online, not QuickBooks Desktop). Direct API integrations are generally not supported on older desktop versions.
• Some platforms can be country-specific. If "Loop Financial" doesn't appear immediately, check if there is an option to change the search country within the "Connect a Bank" window. Setting the search location to Canada (or the US) usually pulls up the correct feed.
• Make sure you are searching for the full entity name: "Loop Financial."

While we support QuickBooks, Xero, Wave, and many others, some platforms require a manual set up to enable new financial institutions.

If you don't see Loop Financial listed in your software:

1. Contact us: Reach out to support@bankonloop.com and let us know which platform you are using.
2. We’ll advocate for you: Our team will reach out to the software provider directly on your behalf to request that Loop Financial be enabled for your account. If you happen to have a dedicated account manager or a point of contact at that software company, feel free to introduce us – we’ll take it from there to get the ball rolling even faster.
3. Request new integrations: We are constantly expanding our connectivity. If there is a specific platform you want us to prioritize, just ask!