Connection Card Pro Help & Documentation

Bank Integrations

Save time by integrating with your online banking!

Connection Card Pro allows you to integrate your financial data with your online banking, allowing you to easily import real transactions to your financial ledgers. By linking your existing bank accounts Connection Card Pro account to your existing bank accounts, you can streamline record keeping and view all transactions in one place. Any Register accounts in your Chart of Accounts can be linked to a physical bank account.

Additional Bank Accounts beyond your package limit can be linked for $1 / month per account. You can unlink bank accounts at any time. To add additional accounts, click on your Profile image top right corner > Billing.

Connection Card Pro uses a trusted service provider, Plaid, to connect to your bank account using your online banking credentials. Connecting to a Bank account only allows you to VIEW and IMPORT Transactions and does not enable the execution of any transactions. This feature is only available for most banks in the U.S. and Canada. ***Your bank account number and online banking credentials are never stored on our servers.***

To Link to Bank Accounts

From the menu:
Accounting > Financial Settings > Bank Account Integration

• Click “Add Bank Account” and fill out the name, country and register to link to.
• Click Next Step.
• By selecting Continue you agree to the Plaid End User Privacy Policy
• Select your Bank
• Authenticate your bank continuing through the prompts and login credentials.

To Add Additional Bank Accounts

Additional Bank Accounts beyond your package limit can be linked for $1 / month per account. You can unlink bank accounts at any time.

From the menu:
Profile image top right corner > Billing

• Under Additional Services select the number of bank accounts to link.
• Confirm Changes from the right column