How do I set-up the integration?
The integration is available via the web only - you can access it here.
It’s simple - you’ll need to follow these 3 steps to link your account:
- Authorise Tide on your FreeAgent account
- Authorise FreeAgent on your Tide account
- Select the Tide account(s) you want to match with your FreeAgent “bank accounts”, and select a date from which the transactions to be updated from
Click here to get started.
I’m getting an error message: “Cannot verify email address”
Please ensure that you are entering the email address associated with your Tide account. You can verify what this in the app under “More” and “About Me”.
Why have my previous transactions not synced?
Transactions will sync every 24 hours.
If transactions still haven’t synced after 24 hours, this is likely because you haven’t selected the correct dates to sync during the connection process. You’ll need to restart the connection process making sure to delete the initial authorisation in the app. You can do this within the Tide App by tapping “More”, followed by “Data Permissions” and then “Delete Application” under the FreeAgent link. Then restart the connection process here, using the correct syncing dates.
I have more than one Tide current account. How can I add them?
During the setup process, you’ll be given the option to match multiple Tide accounts with FreeAgent “bank accounts”.
During the connection, I’m being asked to create a new FreeAgent “bank account” - what does this mean?
For the connection to work, you’ll need to create a FreeAgent “bank account” for us to send transactions to. Your Tide transactions will then be pushed into FreeAgent “bank accounts”, where you’ll be able to reconcile transactions.