I can’t see “Complete setup”
If you’re completing the Wallet setup for clients, start from the Practice dashboard:
Go to the Practice dashboard and look for Complete setup above the client list.
If you can’t see any clients listed, but you know a specific client is still using Balance:
Open the relevant client organisation
Go to Wallets → Complete setup
Transfer sent to old Balance details
If Wallet setup is complete but funds were accidentally sent to the old Balance account, you can move the funds from Balance into the Wallet.
Copy the relevant Wallet bank details: Wallets → Manage funds
Withdraw from Balance using those details: Balance → Manage funds → Withdrawal
Note: This must be done currency-to-currency. It’s not possible to move EUR Balance funds into a GBP Wallet (or vice versa).
Where do I find Wallet bank details?
You can find Wallet bank details under Wallets → Manage funds:
Go to Wallets → Manage funds
Select the relevant wallet (GBP or EUR)
Choose the transfer type (Local or SWIFT)
The bank details will be displayed on screen
Xero / QuickBooks not syncing after Wallet setup
If payments made from the Wallet aren’t showing in Xero or QuickBooks, it’s usually because Wallet account mappings haven’t been set up.
To resolve this:
Go to Settings → Reconciliation
Set up account mappings for the Wallet accounts
If the payment has already been made, we recommend setting the bank feed start date to an earlier date to ensure prior transactions reconcile correctly.
Transfer not reflected in the Mimo Wallet
For first-time transfers, it’s common for the client’s bank to hold the payment for review, as their Wallet details are seen as a new beneficiary. In most cases, this clears automatically once the bank has completed its checks. If it remains stuck for longer than expected, we recommend contacting the client’s bank to confirm the payment has been released.
Still need help?
If you couldn’t find what you needed here, message us in-app, reply to the support email, or book a quick walkthrough here: [link].