We understand that this change may cause some inconvenience, but we assure you that we have chosen Plaid because of their class-leading service and reliability.

Login to Kashoo and navigate to Settings > Connect Banks.

Find your bank that is linked via Yodlee and click on the Disconnect button.

Click on Disconnect to confirm.

Note: This will remove the connection for all accounts associated with that bank and transactions will no longer be imported. Previously imported transactions for all accounts will remain accessible and unchanged.

Setup a new feed by clicking on +Add Bank Account.

Connect your bank accounts by following the prompts in Plaid. Your bank will require you to verify your access by submitting your account credentials. Depending on the financial institution, you may be asked for secondary authentication. (Credentials are not stored or shared with Kashoo)

Once the authentication process is complete, you will have the following options:

We recommend linking your existing Kashoo accounts with the Plaid feed. All future transactions will go into the same account as before, and you will be able to reconcile the same accounts as before.

Once your bank feed is fully connected, you can click "View Transactions" on any account to view your imported transactions and categorize them.

In some instances, new transactions may take up to 24 hours to import via Plaid. The refresh status will display as "in progress" until the connection is successful.

If your bank is not supported by Plaid, don't worry! You can still import transactions using the "File Upload" method. Simply follow the steps outlined below.

If your business operates outside of the USA or Canada, or if your bank isn't supported, you won't be able to use the bank feed option. We understand that this change will cause some inconvenience, but we do have an alternative solution already built into our platform. Please follow the steps below.

Login to Kashoo and navigate to Settings > Connect Banks.

Find your bank that is linked via Yodlee and click on the Disconnect button.

Click on Disconnect to confirm.

Note: This will remove the connection for all accounts associated with that bank and transactions will no longer be imported. Previously imported transactions for all accounts will remain accessible and unchanged.

To upload a transaction file, please follow the steps in our detailed File Upload Guide.

Once uploaded, the transactions will appear on the Banking page where they can be categorized and posted.

If you have any questions or need assistance with the transition, please don't hesitate to contact our Customer Success Team. We are here to help and make this process as smooth as possible for you.

Thank you for your understanding and cooperation as we make this necessary change to improve our services. We appreciate your business and look forward to continuing to serve you with the best solutions.