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1 reply

Kristine Mae
Moderator
December 12, 2020

I'm here to help you connect the bank account, Shedazzle8.

 

You can follow these steps:

  1. Click Banking, then go to the Banking tab.
  2. Click Connect Account or Add account.
  3. Look for your bank, select it, then click Continue.
  4. Enter your credentials.
  5. Follow the onscreen steps to connect the account. Your bank may require additional security checks. You'll have to follow it as well.
  6. Select the bank account you want to connect.
  7. Choose how far you want to download the transactions, then click Connect. 

If you're unable to enter your company ID, though, it means that we're unable to support it yet. You'll want to import the transactions manually through WebConnect or Excel CSV files. 

 

We're just around if you need our help. Feel free to visit the Community at any time. Take care!