How to Add Your First Bank Account in FINSYNC

One of the first steps in setting up a FINSYNC profile for your business is to add in your first bank account. Within your FINSYNC profile, there are helpful cues that are designed to walk you through the process of adding in your first bank account. This article steps through the process of adding the first account.

Note: The first bank account to be added to FINSYNC will be automatically selected as the FINSYNC Funding Account. The Funding Account is the account designated to pay for the monthly FINSYNC subscription and any accrued transactional charges. Click HERE to learn more about all FINSYNC related fees.  

Click one of the options below or scroll down to the section that describes your FINSYNC subscription

If you have subscription for FINSYNC's Accounting & Cashflow or Complete Solution

Follow the steps below to add the first bank account in FINSYNC:

1. Click on the Company Profile Icon in the top right corner of the screen

2. Click on Account Settings

3. From the Account Settings menu on the left, click Banking 

Within the Banking settings screen, click the link Setup your first account now:

3. The Add New Account window will appear. Click Continue to Sync your bank account

 

4. Search for your bank within the search field. Click on your bank name and proceed with the steps to sync your account.

  • Steps  may vary, depending on the financial institution
  • You will be prompted the user ID and password from your bank to sync your account

Congratulations! You have added and sync'd your first bank account and can proceed with any accounting, payment or payroll activities.

 


 

If you have a subscription for FINSYNC's Payments Only or Payroll Only

Follow the steps below to add the first bank account in FINSYNC:

1. Click on the Company Profile Icon in the top right corner of the screen

2. Click on Account Settings

3. From the Account Settings menu on the left, click Banking 


Within the Banking settings screen, click the link Setup your first account now:

3. The Add Bank Account window will appear. 

  • Complete all required fields (those with a red asterisk) and any optional fields
  • Choose the type of account (checking or savings)
  • Click the checkbox for the confirmation to use the first bank account for any FINSYNC charges and then click Save

Congratulations! You have added your first bank account and can proceed with any payment  or payroll activities.