Follow these steps to connect your business bank accounts to Formations.
This feature allows you to manage your bank connections with Formations without assistance (although help is still available, as always). Follow these steps to connect your business bank accounts to Formations:
- Navigate to the Bank Accounts page or go to the Bank Accounts tab under Accounting -
- Click the "+ Add New Bank Connection" button at the top right corner of the page. You will see a warning message. Click Connect.
- Click "Continue" on the Plaid pop-up screen.
- Choose your bank
- Update your credentials to complete bank connection
-
Once you complete the connection flow , you should see the new accounts in the table.
- If you have more than one business bank account, you can add it by using the same flow. Note: if you have multiple accounts as part of the same bank, Click the Refresh option in the actions submenu for the bank that you already connected to add more accounts from the same bank.