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How to connect your Plaid bank/credit card accounts to the relevant bank feeds

Once you have successfully created the banking tokens you will need to connect the bank account/s and or credit cards to these account feeds.

Bank Accounts:

  1. Navigate to Accounting > General Ledger > General Ledger Accounts.
  2. Select or create a General Ledger Account. To learn more about creating a general ledger account click here. 
  3. Link the bank account using the drop down menu on  Integration Bank Account and selecting the bank account.
  4. Set the date you want the data flow to start by entering a date in the Integration Start date field. 

Bank feeds may take 24-48 hours to sync.

Credit Cards:

  1. You will need to create a credit card holder for each credit card. To learn more about creating a credit card holder click here.

Credit card feeds may take 24-48 hours to sync 

How do I know if the bank feed transactions are working?

Bank Accounts:

  1. Navigate to Accounting>General Ledger > Bank Reconciliation
  2. Select the GL Bank Account with a direct feed setup 
  3. Click on PRESENT

Credit Cards

There are two ways to check the credit card integration:

  • Manage Credit Card landing Page 
    1. Navigate to Manage > Credit Card
    2. The credit card feed will appear on the Manage Credit Card landing page. 
  • My Corporate Credit Card 
    1. Credit Card Holders can access their direct feed by navigating to User Profile> My Corporate Credit Card