Bank Direct Connect Setup

1. From Accounting Home click the Bank Direct Connect link.
2. Click the Link Another Account button to add a bank or credit card.
3. Search for bank or card by name or url.
4. Choose the result that matches your account.
5. Enter your login information for that account.
6. Once your account has been added, click on the Map Bank Accounts tab.
7. Assign the corresponding GL account for your bank (GL account must be defined as a Bank account).
8. Click the Save button to save the mapping.

NOTE: Bank Direct Connect only supports financial institutions in the same corporate currency as your Ledger.