Bank accounts, imports, and manual transactions

Bank sync and plans

Bank sync is generally available with a paid plan. The Free plan does not normally include bank sync.

Some accounts can connect one bank account on the Free plan as part of a promotion.

Paid plans support up to five connected bank accounts.

Sub-accounts within the same bank usually do not count separately. In rare cases, the bank interface can still treat sub-accounts as separate connections.

Add bookkeeping records without bank sync

You can use Norman for bookkeeping without bank sync. Create single transactions manually or import several bookkeeping records from a file.

Norman supports these import sources:

• CSV files, such as exported bank transactions
• PDFs that contain transaction or bookkeeping data

For a GmbH or UG's DATEV booking stack or opening balances, use Accounting → Setup → Opening & migration. Do not interpret a double-entry booking stack as a bank statement through the transaction import below.

To start an import:

1. Open Accounting.
2. Select + Add transaction.
3. Select Import transactions.
4. Upload your file and review the detected records before you save them.

Stripe, PayPal, and Shopify

You do not need to import a file for Stripe. Connect Stripe through the integration, and Norman will import your Stripe transactions automatically.

For PayPal and Shopify, check the connection options under Integrations. Review the scope shown for each provider before connecting. If you use a file instead, avoid importing a period already covered by a connection.

File import and manual entry also work for:

• Cash payments
• Other payment providers and merchant-of-record providers
• Bank accounts you do not want to connect

After the import, attach the matching receipt or invoice as a PDF or image to each transaction. Before you save, check that Norman detected the data correctly and that the record does not already exist.

Connect an ING business account

If your ING business account is not listed separately, choose ING in the bank connection flow. On the ING page, you may need to scroll down and choose the business customer login option.

Pay a supplier invoice

To initiate a transfer from Norman, use Payments with a bank account that supports payments. A connection for transaction synchronization alone may not provide this capability. Read the Bill Payment overview, then follow the web and mobile payment guide.

Cash activity and the company Ledger

Record cash activity through manual transactions with the correct payment account. GmbH and UG users can review cash movements and a running balance in Ledger → Cash book. See the company Ledger guide.