Creating Plaid Bank Connections
Bank connections store the details of each bank account you have connected to using Plaid Link.
You must manually link each bank connection to a bank account in Accounting.
To create a new connection to a bank or other financial institution:
- Log in as the dedicated Plaid Integration user.
- Click the Bank Connections tab and click Connect Bank with Plaid.
- On the Plaid Consent window, click Continue after reading the Plaid End User Privacy Policy.
- Select the bank or financial institution to which you want to connect and enter the login credentials for that bank.
- When Plaid confirms your account has connected successfully, click Finish.
At the end of this process, the Bank Connections page is displayed. This lists all the connected bank accounts. You must now link each bank account connection to an existing bank account in Accounting.