Get started with connecting a bank

Connect bank and credit card accounts to import transactions automatically each day. If a financial institution cannot be connected, import an OFX or CSV file instead.

To manage connections, open Menu, select Banking, select Cash management, and then select Connected accounts.

Select Connect bank to start the following workflow:

1. Choose connector – Select the available financial data connector.
2. Set up connection – Accept the applicable terms and authenticate with the financial institution.
3. Link accounts – Link each external bank or credit card account to its corresponding account in QuickStart, or generate an account during setup, and select when the initial import should start.

Only linked accounts import transactions. After the initial import, QuickStart attempts to import new transactions daily. Connections may periodically require renewed authentication.

You need the administrator access profile to create and manage bank connections.

Learn more

• Connect a bank to automate transaction imports
• Get started with managing bank connections
• Get started with importing a bank file
• View bank import history
• Understand the initial balance created during a bank import