[Bank Transactions] How to Connect Client’s Bank Account
Melody Tong
Created Aug 27, 2024
[Bank Transactions] How to Connect Client’s Bank Account
24
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truewind - Bookkeeping built for founders
13 Steps
1
Click on menu on the left
2
Click on Bookkeeping
3
Click on Bank Transactions
4
Click on CONNECT ACCOUNT
5
Truewind connects bank account with Plaid. Click on Continue.
6
Phone number is optional. Click on Continue as guest
7
Search bank name
8
Click on bank account
9
Input the bank account log in credentials - email, password
10
Click on Submit
11
The page will direct you to the digital bank page for confirmation.
12
Click on Next
13
Click on Connect my account(s)
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truewind - Bookkeeping built for founders
2 Steps
14
Then it goes back to Truewind Plaid connection page. Input your phone number here for 2FA.
15
Click on Save
Well done!
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