How to connect bank and credit card accounts

To connect banking and credit card accounts so that you can import transactions, follow these steps:

• Click on Purchases > Connections
• Select Add Bank Connection.
• Select whether you'd like to automatically import the transactions ("Linked Account") or manually upload the transactions ("Unlinked")

Creating a Linked Account

• Select Create Linked Account.
• Follow the steps outlined by Plaid.  

Creating an Unlinked Account

• Select Create Unlinked Account.
• Select account type.
• Insert an Account Name (Tip: It's helpful to include the last 4 or 5 digits of the account number in the name to more easily distinguish when matching.)

Understanding the Account Table

Once an account is created, it will be list in the account table. You can see additional details by clicking on the account link (right column).  Be sure to de-select either the Purchasing or Deposits product if the account won't be used for that purpose. 

• Purchasing - Enable this feature when using the Purchase Reconciler.
• Deposits - Enable this feature when using deposit verification for the Invoice Reconciler.

We also provide details on last update, connection status, etc.  This is helpful when manually uploading transactions and monitoring the status of the bank connection.