Plaid bank feeds
Connect a client’s bank accounts through Plaid to bring transactions in automatically instead of importing a CSV. A client can have more than one bank connected at once, and each connection tracks when it last synced.
The screen for connecting and managing Plaid connections doesn’t have a sidebar link in the current build — if you can’t find it, ask your AssureOne contact where to reach it. Once a bank is connected, picking the account for a transaction works normally from the account selector in Transaction Coding.
Disconnecting
Disconnect a bank connection from the same screen if a client closes an account or switches banks.
Next
- Getting transactions in — where connected-account transactions show up.
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