Manage your linked business bank accounts and credit cards
When you connect business bank accounts and credit cards, your business transactions are automatically uploaded into your Hint account. You should connect all accounts tied to your business during onboarding, but you can add or remove accounts if anything changes with your business banking solutions.
You can manage your bank account and credit card connections in the Bank transactions tab.
Connect additional business bank accounts and credit cards
To connect additional business bank accounts and credit cards to Hint Bookkeeping, follow the steps below (NOTE: you should not connect bank accounts or credit cards that you use for personal transactions):
In the Linked Accounts section, select (+) New account. In the modal that pops up:
Continue as guest (inputting your phone number is an optional step)
Find and select your bank in the list under Select your institution
Continue to login to access your business bank account
Follow the instructions on the screen to log into your bank account and grant read-only access.
If prompted, select the accounts that you would like to connect
You may be asked to input your phone number again – select Continue without saving
Unlink bank accounts and credit cards
To disconnect business bank accounts or credit cards, follow the steps below:
In the Linked accounts section, click on the bank account or credit card you would like to disconnect.
Select the "..." icon that appears on the right side of the bank account or credit card.
Click Unlink account and Confirm that you would like to unlink your account.
Fix connections with linked bank accounts
Bank accounts you have already linked sometimes unlink to Hint Bookkeeping (1) when your bank password or security settings are changed or (2) if you are using a small bank (e.g., local credit union) with inconsistent service. To fix the connections, follow the steps below:
In the Linked accounts section, click on the bank account or credit card you would like to disconnect.
Click on Fix Account next to the accounts that have been disconnected and select Repair connection.
Enter your credentials to reconnect your account.
Review your financial reports
View and interpret your financial statements
Financial statements help small and medium-sized businesses (SMBs) understand how their business is doing. They show whether the business is making a profit, what it owns and owes, and how cash is being used. This information helps SMB owners make smarter decisions, stay compliant, and plan for growth.
You can manage your financial statements in the Reports section in the navigation bar at the top of your Bookkeeping tab. Use the toggle under Reports to choose your financial statement.
Profit & Loss statement
The Profit & Loss statement (also called an income statement) shows how much money your business made (revenues) and how much it spent (expenses) over a certain time period.
It breaks these into simple categories important for Direct Care Practices, so you can see:
Whether your business is making a profit or running at a loss
Which activities or products bring in the most money
What categories are your biggest expenses
This report is a great way to track your performance month-to-month or year-over-year.
You can also view the individual journal entries that make up each category in the Profit & Loss report by clicking on the number on the right-side of the report.
Balance Sheet
The Balance Sheet gives you a snapshot of your business’s financial position at a point in time.
It breaks down your business finances into three standard categories:
What you own – such as cash, inventory, or equipment (called assets)
What you owe – such as loans or unpaid bills (called liabilities)
What’s left over – the value of the business after paying debts (called equity)
This report helps you assess the overall financial health of your business.
End-of-year tax packet
When it is time for you to file your end-of-year taxes, we will also provide you with a tax packet with all of the information and reports your CPA needs to file your taxes.
Looking for a DPC-fluent CPA? Hint partners with the team at Goodman CPA.
Upload additional transactions
Import data from another accounting software
If you would like to import your historical data from a previous accounting software, please let us know during your onboarding call. During that call, a member of our team will ask you for additional context on the software and the data you want uploaded.
Share transactions from bank accounts that are not connected to Hint Bookkeeping
If you used bank accounts that are not connected to Hint Bookkeeping for business transactions, for example:
You used a personal account for business transactions OR
You are not able to connect a business account to Hint Bookkeeping
Hint Bookkeeping will still be able to include these in your books, but we strongly recommended using your business bank accounts and credit cards when possible.
If there are only a few transactions each month that you want included, you can send receipts for these transactions to Hint Bookkeeping via your SMS connection or via email. If you want entire bank statements uploaded, we will request these from you in your Bookkeeping Tasks section at the end of each month.