{"id":37700,"date":"2026-10-31T02:34:41","date_gmt":"2026-10-31T01:34:41","guid":{"rendered":"https:\/\/www.accountable.eu\/help-center\/what-to-do-after-your-accountable-banking-account-is-verified-%e2%9c%85-3\/"},"modified":"2026-10-31T02:34:41","modified_gmt":"2026-10-31T01:34:41","slug":"what-to-do-after-your-accountable-banking-account-is-verified-%e2%9c%85-3","status":"publish","type":"help_center","link":"https:\/\/www.accountable.eu\/en-be\/help-center\/what-to-do-after-your-accountable-banking-account-is-verified-%e2%9c%85-3\/","title":{"rendered":"What to do after your Accountable Banking account is verified \u2705"},"content":{"rendered":"<p class=\"no-margin font-inter\">Once your Accountable Banking account is verified, there are a few steps to take so your finances are tracked correctly from day one. This article covers how to record your first transfer, manage linked accounts, and start using your new account features.<\/p>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_660f5f91bd\">1\ufe0f\u20e3 How do you record your first transfer correctly?<\/h1>\n<p class=\"no-margin font-inter\">Your first transfer should be <b>recorded as a private transfer<\/b>. This ensures everything is tracked correctly in your Accountable account from the very beginning.<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Open Accountable.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Select the first transfer.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Choose <b>&#8220;Mark as personal&#8221;<\/b> as the type.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2082646913\/29eb276de67484311f300e32e847\/image.png?expires=1793469600&amp;signature=68fc8b6a77de198d4fd5172303eed479c4401b3631c28a6580f5fc372a0bcf0b&amp;req=diAvFM96m4heWvMW3nq%2BgYdQbrhq59%2FbAzvbetrAFeZyf%2Bkvqam3%2B6lMkHjL%0ALGYo%2Fuq2Kj0RQAKv27yONH2B6Hg%3D%0A\" width=\"1522\" height=\"138\" style=\"height: auto\"><\/div>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880;border-color: #73737633\">\n<p class=\"intercom-align-center no-margin font-inter\">\ud83d\udca1 This first step keeps your account organised and ensures your future invoices and payments are matched correctly.<\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_6541387a98\">2\ufe0f\u20e3 Should you keep your other linked bank accounts?<\/h1>\n<p class=\"no-margin font-inter\">If you have already linked an external bank account to Accountable (such as your personal bank account), here is what we recommend:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>\u26a0\ufe0f Keep the external account linked.<\/b> Removing it will cause your past transactions to become unlinked from their invoices and expenses.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">You can use both accounts at the same time:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Accountable for your business payments<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Your external bank for personal or certain business operations<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">This gives you the flexibility of managing multiple accounts while keeping all business transactions visible and reconciled in Accountable. \ud83d\udd17<\/p>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_a6664fb2d0\">3\ufe0f\u20e3 What features can you start using right away?<\/h1>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Create your free virtual card for upcoming business expenses. Scan your receipt and the expense and transaction are linked automatically. The amount to set aside for taxes is updated in real time, keeping you on top of your tax position.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">When issuing your next invoice, add your new Accountable IBAN so incoming payments are matched automatically.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">By following these steps, you build a clear and organised financial overview from day one, all <b>in one place<\/b>. \ud83d\ude80<\/p>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_3ed7fb83c3\">Key takeaways<\/h1>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Record your first transfer as a private transfer so Accountable tracks your finances correctly from the start.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Keep any existing linked bank accounts connected to avoid unlinking past transactions from invoices and expenses.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Use your free virtual card to link expenses and receipts automatically.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Add your Accountable IBAN to new invoices so incoming payments are matched automatically.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">Need help? Chat with us or email support@accountable.eu, we&#8217;re happy to help.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Congratulations, your professional account is verified and ready to use!<\/p>\n","protected":false},"featured_media":0,"template":"","help_label":[523,626],"class_list":["post-37700","help_center","type-help_center","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What to do after your Accountable Banking account is verified \u2705 - Accountable<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.accountable.eu\/en-be\/help-center\/what-to-do-after-your-accountable-banking-account-is-verified-%e2%9c%85-3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What to do after your Accountable Banking account is verified \u2705 - 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