Tide is one of the newer banks launched in the UK in recent years. Offering business accounts for limited companies (including charities) and sole traders (including freelancers), their simple pricing structure makes it affordable and easy to do your business banking. Their signup process is straightforward and quick allowing you to obtain a sort code and account number, often in just a few minutes.
Please Note: You will need an active “Automated Bank Feed” subscription (£15 + vat per year) to setup a new Tide bank feed.
If you have not done so already go to your bank management area and create a new current account for Tide.
Make sure to set the bank name as “Tide Bank” in the drop down list.
Once created click to view the bank statement for Tide, then click “More Options” and “Setup a direct feed”.
You will be presented with the Tide website for you to input your email address. Use the email address associated with your Tide account here, and Tide will send a notification to your phone for you to authorise the connection.
You can find the authorisation in the Tide app, by going to the “More” menu, and select “Data permissions”
You will find the QuickFile app pending authorisation in this section. Tap “Authorise”.
If it’s successful, the web page where you entered your email address will update and will take you back to QuickFile to complete the connection.
Select your company and we’ll get the full list of bank accounts available from Tide. Select the account you wish to link and save to complete the setup.
If at any point you would like to access a log of transactions imported from Tideyou can do so from the feed settings page, by clicking on the option “Click here to view your feed activity log”.
Here are a few things to note when connecting your Tide account to QuickFile.
The feed will start importing bank transactions from the date the feed was connected. Transactions that take place prior to this will not be imported by the feed but can be imported from a CSV file. To do this, log into the website and use the “Export Data” option.
QuickFile will only use the necessary API methods to retrieve bank account and transaction data. It is a read-only integration, no transactions will be initiated with this API.
You can revoke access at any time by deleting your feed on QuickFile or by deleting the authorisation from the Tide app.