How to connect your Bank Account to Easy HOA

We have partnered with Plaid to have the ability to feed in your bank account transactions into the accounting tools. Here are the steps and screenshots that you should see after you start the process from the “Accounting > Bank Account Connection” page. Click on the “Connect Account” button.

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Depending on the bank that you connect to you may have to delete some accounts if your bank account connected more accounts than you wanted. From here EasyHOA will continue to sync your bank account to the Easy HOA accounting software daily. You'll see the transaction feed in on the “Transaction” page.

*Note some banks allow you to import transactions anywhere from 90 days up to 2 years.