Overview
The Bank Direct Connect function links your financial institution directly to Accounting Seed and allows you to import bank transactions into Accounting Seed.
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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
- Chose 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.