Adding and Syncing Bank Account(s)

Follow the steps below to add and sync bank accounts to the FINSYNC Business Platform that are associated to your business.

1. Click Banking on the main menu in the Business Platform.
2. Click the green Add Bank Account button.
3. On the Add New Account window, ensure the Sync option i selected and click the green Continue button.
4. Select an "Import Date". This should default to Jan 1st of the current calendar year. This determines how much historical banking data is imported into the business profile. The typical timeframe is 90 days.
   1. Review the details next to the checkbox "I understand...." and check if ok to proceed.
   2. Click the green Continue button.
5. The next screen confirms FINSYNC will connect to your accounts. Click Next
6. Type your bank name in the "Search for your bank" field and click on bank when displayed.
7. Click the "Next" button to proceed to the login screen for the selected bank.
8. Enter in the requested credentials. 
   1. Note: These are the same credentials you use in accessing your bank account online. 
9. After entering the credentials, click Submit. 
10. Select from the list of accounts you wish to connect and click "Save". 
11. On the new page -- click on the Submit button. 
12. Please wait for the account to be connected and for the historical data added to import into the profile (this could take several minutes). You can move around to other areas of FINSYNC while this process continues.