Home > Settings > Connect banks 

Click on the + Add Bank Account link to begin. 

For each banking institution you can either click on one of the banks shown in the list or, using the search feature, type in your Institution Name and click on your bank from the result list.

Your institution will require you to verify your access by using your account credentials. Depending on your financial institution, you may be asked for secondary authentication. Communicating with your bank can take a few minutes; stay on the page until it is complete. 

Once authorized select which account to associate with each of your bank accounts from the chart accounts list in the dropdown menu. Then click the Save button.  

Related article: Performing a Bank Reconciliation


To exit the Settings pages at any time, click the X in the upper right.

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