Connecting your Monzo account to FreeAgent
Connecting your Monzo to FreeAgent
If you’re a Monzo Business Pro or Team customer, here’s how to connect your business account to FreeAgent:
Via the Monzo app:
On your home screen for your business account, scroll down and tap Connect accounting tool
Tap FreeAgent and follow the steps
Via a web browser:
On your home screen for your business account once you log into Monzo on a web browser, click on Integrations in the left side menu
Click on FreeAgent, and follow the steps
Once connected, transactions will sync daily, every few hours after your first transaction is authorised.
So you know, when you first connect to FreeAgent you'll be able to sync transactions from up to 12 months ago, if we see that you have some in your Monzo Business account. You can go as far back as the start of your Monzo Business transaction history, 12 months ago, or your FreeAgent Start Date. We’ll pre-populate it with the date that’s furthest back, but you can select any date within that range or choose not to sync.
If you’ve manually uploaded historical transactions to FreeAgent, we recommend that you don’t re-sync these when you connect because this might create duplicates in FreeAgent.
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