You can now connect an existing bank account from your Chart of Accounts.
- Select Accounting from the left dashboard, then Chart of Accounts.
- Find the account you need to connect and in the Action column, select the
- View register (or Account history) drop-down and choose “Connect bank”.
- Follow the prompt and complete the process for connecting your bank account.
- After connecting the account, your transactions will automatically download nightly (around 10 pm Pacific time).
- You can also prompt a download whenever you want by going to the Banking page and selecting “Update” button at the top right corner.
Note: At this time, this option is NOT available for credit card accounts.
