[Bank Transactions] How to Connect Client’s Bank Account

Melody Tong

Created Aug 27, 2024

[Bank Transactions] How to Connect Client’s Bank Account

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truewind - Bookkeeping built for founders

13 Steps
1

Click on menu on the left

Click on menu on the left
2

Click on Bookkeeping

Click on Bookkeeping
3

Click on Bank Transactions

Click on Bank Transactions
4

Click on CONNECT ACCOUNT

Click on CONNECT ACCOUNT
5

Truewind connects bank account with Plaid. Click on Continue.

Truewind connects bank account with Plaid. Click on Continue.
6

Phone number is optional. Click on Continue as guest

Phone number is optional. Click on Continue as guest
7

Search bank name

Search bank name
8

Click on bank account

Click on bank account
9

Input the bank account log in credentials - email, password

Input the bank account log in credentials - email, password
10

Click on Submit

Click on Submit
11

The page will direct you to the digital bank page for confirmation.

The page will direct you to the digital bank page for confirmation.
12

Click on Next

Click on Next
13

Click on Connect my account(s)

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.

Then it goes back to Truewind Plaid connection page. Input your phone number here for 2FA.
15

Click on Save

Click on Save
Well done!
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