To connect your bank account to the software go to dashboard&gt;accounting&gt; accountings settings&gt;bank account connection. Once you are on this page click on the "connect account" button. This will bring up a page where you start the process to connect your bank account through plaid. First click on continue, find your institution, enter your online bank account credentials, and then click continue. Once the connection takes place you will be asked to choose a starting date to import transactions from. 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. Check out this support article with screenshots and examples of how to connect to your bank account:&nbsp;
<a rel="noopener noreferrer" href="https://support.easyhoa.com/how-to-connect-your-bank-account-to-easy-hoa/" target="_blank">https://support.easyhoa.com/how-to-connect-your-bank-account-to-easy-hoa/</a>

To connect your bank account to the software go to dashboard>accounting> accountings settings>bank account connection. Once you are on this page click on the "connect account" button. This will bring up a page where you start the process to connect your bank account through plaid. First click on continue, find your institution, enter your online bank account credentials, and then click continue. Once the connection takes place you will be asked to choose a starting date to import transactions from. 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. Check out this support article with screenshots and examples of how to connect to your bank account: 



I need help connecting my bank account to the EasyHOA software how do I do that?

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Bookkeeping and Tax Preparation Services

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Profit and Loss Report & Balance Sheet

How to Categorize and Approve Transactions

How to connect your Bank Account to Easy HOA

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Transactions page of the EasyHOA Software

Accounting