Connecting your business accounts to track deductions is a crucial step in setting up your account. We recommend connecting any accounts you use for business purchases, whether it's a checking account or credit card.
How To Connect Your Accounts
Getting started with Keeper is easy. If you’re using the mobile app, go to Settings > Linked accounts. If you’re accessing Keeper online, go to Profile > Linked accounts. From there, follow the prompts to securely connect your bank accounts and cards.
You can connect as many accounts as you’d like. The more accounts you link, the more transactions Keeper can review to help identify potential business expenses and tax deductions. This makes it easier to keep your finances organized and avoid missing potential deductions.
Connecting Apple Card and Amazon
Most banks and credit cards connect to Keeper through Plaid, but Apple Card and Amazon are a little different.
Apple Card: If you use an Apple Card, you can connect it directly through the Keeper iPhone app. Select Apple Card when linking an account, then allow Keeper to access your Apple Wallet transactions. Apple Card linking requires iOS 17.4 or later and isn’t available on Android or the web dashboard.
Amazon: You can connect your Amazon account from Settings > Linked accounts in the mobile app or Profile > Linked accounts online. Once connected, Keeper can import your Amazon purchases—even purchases made with a card that isn’t linked to Keeper—and match them to your existing card transactions when possible.
What to do when your bank is not listed
If you don’t see your bank on the list, no need to worry. Plaid connects with nearly 11,000 financial institutions, but not all banks are supported yet. If your bank isn’t listed, you can link another supported account to help track your business expenses.
Plaid regularly adds support for new financial institutions, so it’s worth checking back periodically to see if your bank becomes available.
In the meantime, you can keep your expense records up to date by adding transactions manually. In the Bookkeeping tab, select the + icon or Add Transaction in the top-right corner.
You can also upload a file containing your business expenses from the unsupported account. Keeper accepts PDF, XLSX, and CSV files. You can upload a file under Linked Accounts > Expense uploads, or go to the Bookkeeping tab, select the + icon or Add Transaction, and choose Upload transaction list.
How to remove accounts
If you need to remove an account, go to Settings/Profile > Linked Accounts, tap the account you want to unlink, and follow the prompts. You’ll also have the option to keep or remove any expenses that were previously imported from the account.
How to update your bank's sharing preferences
Log into your bank's website and locate the section where you manage connected apps. Find Plaid, which is the service that connects your accounts to Keeper. From there, you can adjust Plaid's access to your bank accounts, including adding or removing specific accounts.
After you've linked your accounts
Once your accounts are linked, they'll appear in Settings > Linked Accounts. You can then choose how each account is used:
- Sometimes used for 1099/freelancing-related purchases
- Never used for 1099/freelancing-related purchases
- Always used for 1099/freelancing-related purchases
Your selection will determine how transactions from each account are categorized in the app.
When you select Sometimes used for 1099/freelancing-related purchases, the app will automatically differentiate between 1099 work-related (deductible) expenses and personal (non-deductible) ones. If there's an expense that needs clarification, it will be flagged with a yellow light bulb icon, suggesting that you review and categorize it correctly as either a deduction or not.
If you select Always used for 1099/freelancing-related purchases, these expenses will appear normally with a green checkmark to the left, indicating they are being tracked as deductions.
If you select Never used for 1099/freelancing-related purchases, these expenses will still be shown; however, they will appear dimmed or faded with an 'x' to the left, indicating they are personal expenses and not deductible.
If you don’t want to see transactions from an account that’s used only for personal expenses, you’ll need to remove it from your linked accounts. To do this, go to Settings/Profile > Linked accounts > select the account you want to remove > Remove account.
When you remove an account, you can choose whether to keep or delete the expenses that were already imported from it. Removing the account will always stop new transactions from being imported.