How to connect a bank or credit card account to auto download transactions?
Go to the Accounting Module
Then go to Connected Account on the left menu
Click on the Click on the Connect Now button
accurants has integrated with Plaid which provides the service of connecting to the Financial Institutions and auto downloads the bank or credit card transactions
Follow the prompts on Plaid first to make sure that your bank is listed in the list of bank that Plaid supports.
Once you see the bank, select and then follow the prompts to connected accurants with Plaid
Please note that accurants does not store your bank account credentials as they are tokenized and stored in Plaid.
A message box will appear that the Transactions are being downloaded, please wait for the transactions to complete downloading.
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