Video Walkthrough:
Step by Step Guide:
Click "Integrations"
Click "Bank Accounts"
Click "New Bank File"
Click "New Bank File"
Click the relevant tab for the bank filetype
Click "Upload Bank File"
If the upload is successful, the upload will appear and a successful message will appear
Bank data should appear in-app within 48 hours of upload. You can verify bank data is in by coming back to the Bank page and the status on the right hand side will say "Processed" in green.
If there are any concerns or issues, please reach out to [email protected].