Overview
The Bank Direct Connect function links your financial institution directly to Accounting Seed and allows you to import bank transactions into Accounting Seed.
Steps
- From Accounting Home click the Bank Direct Connect link.
- Click the Link Another Account button to add a bank or credit card.
- Search for bank or card by name or url.
- Choose the result that matches your account.
- Enter your login information for that account.
- Once your account has been added, click on the Map Bank Accounts tab.
- Assign the corresponding GL account for your bank (GL account must be defined as a Bank account).
- Click the Save button to save the mapping.
NOTE: Bank Direct Connect only supports financial institutions in the same corporate currency as your Salesforce Org.