1. Navigate to Link Banks and click Add Bank/CC

2. Select Your Financial Institution

Once you click Add Bank, you will be prompted to select your financial institution.

Enter your credentials and click Connect.

4. Link the related ledger account

Once your financial institution is connected, all accounts will be available to link to a ledger account using the link button at right. Linking to a ledger account allows you to import the bank or credit card feed for reconciliation.

Select the respective ledger account to link.

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