Scribe | Embed Connect_Bank_Account_Through_Plaid__S0Kr Z32QiWPGLzU6uw8YQ

18 steps |
2 minutes

1 of 2

Connect Account Link Account with General Ledger Account

Connect Account

Screenshot of: Click "Banking"

Zoom Saved

Screenshot of: Click "Banking"

Zoom Saved

Screenshot of: Click "Toggle Dropdown" arrow

Zoom Saved

Screenshot of: Click "Connect Account"

Zoom Saved

Screenshot of: Search for institution and then select

Zoom Saved

Screenshot of: Click "Allow"

Zoom Saved

Screenshot of: Click "Continue"

Zoom Saved

Screenshot of: Login into your Institution

Zoom Saved

Screenshot of: Select the corresponding account you are wanting to connect

Zoom Saved

Screenshot of: Click "Authorize"

Zoom Saved

Screenshot of: Click "Continue"

Zoom Saved

Link Account with General Ledger Account

Screenshot of: Click here on the account to be connected to a GL

Zoom Saved

Screenshot of: Search and select the GL account you want connected with the bank account

Zoom Saved

Screenshot of: Click "Save"

Zoom Saved

Screenshot of: Click "OK"

Zoom Saved

Screenshot of: You should now see a Balance on on both the Bank Account and Brokerage Engine Account

Zoom Saved

This Page is in tip-top shape!Leave feedback if there are any issues with this Page