Link, add or disconnect an accounting bank account
Choose bank imports or a manual accounting account and keep bookkeeping separate from rent-payment routing.
On this page
Open Manage accounts
Open Accounting > Transactions and use Manage accounts. Inspect existing linked and manual accounts before adding another.
Choose the import method
Use Add account or the import setup offered to connect a supported bank or create a manual account for statement uploads. Complete the secure provider flow and review the accounts selected.
Check the account status
Return to Manage accounts and inspect the connection. Use the offered refresh or reconnect action for a problem. Review Import feed to confirm what transactions are actually available.
Disconnect deliberately
Use Unlink on the intended linked account when appropriate and read the confirmation. Unlinking keeps imported rows and booked records; review duplicate or stale transactions separately.
Check the result
- The accounting account and connection status are clear, with rent payout settings left for their own workflow.
FAQs
Does linking this bank change where rent deposits go?
No. Choose rent-payment destinations in Settings > Rent payments. A bookkeeping connection imports activity; it is not a payout-routing instruction.
Why is an account connected but its transactions missing?
Check the supported account, date range, connection status and Import feed filters. Use the offered refresh or statement upload and avoid importing the same period twice.