Connect your bank
Connect a bank through Plaid, read only, on Pro and up: map each account, switch it on, sync, reconnect or disconnect, and read the bank and books card.
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Connect your bank, choose where each account belongs in your chart, sync, or disconnect from Bank connections, the button at the top of Transactions. It also shows what your bank reports next to what your books hold. Transactions arrive in the Transactions list, not on that page. Bank connections are available on the Pro plan and up; if your books of record are QuickBooks, your bank feed lives there instead. Only the owner can connect or disconnect a bank.
Connect a bank
- Open Books, then Bank connections at the top of Transactions.
- Choose Connect a bank and sign in to your bank in the Plaid window. The connection is read only: it can see balances and transactions, never move money.
- Check that the accounts listed are the right ones, pick where each one belongs in your chart (your checking account is usually Cash), then switch it on. Nothing is imported until you do.
- The first pull can take a few minutes. New transactions then arrive in the Transactions list on their own; Sync now checks for new ones straight away.
Add a second bank with Connect another bank.
When the bank asks you to sign in again
Banks end connections from time to time, for example after you change your online banking password. The connection then says your bank needs you to sign in again, and Reconnect starts the same Plaid window. Nothing already recorded changes.
Disconnect
Disconnect stops the feed for that bank. What you already recorded stays in your books. Only the owner can connect or disconnect.
Your bank and your books
When an account at your bank is mapped to Cash, the page shows Your bank and your books: what the bank reports, what your books say, and the difference. The two count different things, so a gap is expected and is not by itself a sign of a mistake: book cash includes money that never passes through a bank (trade equity applied to a deal, a money order still in the safe), and bank lines still waiting in Needs review are not in the books yet. The card lists what sits in the gap. It is not a formal bank reconciliation.
When your books live in QuickBooks
If you connect QuickBooks Online, the bank work belongs in QuickBooks, which has its own bank feed. The Books area then hides its bank lines and the connect and mapping controls, so the same transaction is never recorded twice. An existing connection can still be disconnected.