Link a bank account for accounting imports
Complete the offered secure bank connection and check the imported account.
On this page
Check existing accounts
Open Accounting > Transactions > Manage accounts and look for the intended bank. Reconnect an existing account when appropriate rather than adding a duplicate.
Connect through the provider
Choose Add account and the offered bank connection. Use the secure provider flow to select the actual institution and authorized accounts.
Review imported activity
Return to Manage accounts and inspect connection state. Open Import feed, select the intended account and check available dates and transactions before booking.
Check the result
- The connected account and its available imported activity can be checked in Manage accounts and Import feed.
FAQs
Does linking book all imported activity?
Import and booking are separate. Review each transaction’s category, property, amount and any proposed match before saving.
What if my bank is unsupported?
Use an available statement import or manual bookkeeping account. Do not enter bank credentials into an unrelated support form.