Connect Bank Account Through Plaid | Scribe

    Connect Bank Account Through Plaid

    • 16 steps |
    • 2 minutes

      Connect Account

      1
      Click "Banking"
      2
      Click "Banking"
      3
      Click "Toggle Dropdown" arrow
      4
      Click "Connect Account"
      5
      Search for institution and then select
      6
      Click "Allow"
      7
      Click "Continue"
      8
      Login into your Institution
      9
      Select the corresponding account you are wanting to connect
      10
      Click "Authorize"
      11
      Click "Continue"

      Link Account with General Ledger Account

      12
      Click here on the account to be connected to a GL
      13
      Search and select the GL account you want connected with the bank account
      14
      Click "Save"
      15
      Click "OK"
      16
      You should now see a Balance on on both the Bank Account and Brokerage Engine Account