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.