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How Do I Connect a Bank Account for Bank Reconciliation

As an Org Admin or the Org Owner, you can connect a bank account for reconciliation — Staff cannot start a new bank connection, though once one exists Staff can view it, reconcile against it, reconnect it if its access is expiring, and disconnect it. Bank Reconciliation checks a connected bank account’s live transaction feed against the organization’s books, matching each bank transaction to something already recorded, a newly created record, or an exclusion.

How to Get There
  1. Click Financials in the left nav.
  2. Click Bank Reconciliation.

If no bank account has been connected yet for this organization, the page shows a single “Connect a bank account” card. If accounts are already connected, open the dropdown on the current account’s header and choose Connect another account instead — see “How Do I Connect More Than One Bank Account for Reconciliation?” for that path.

Starting the Connection
  1. Click Connect a bank account (or Connect another account from the dropdown on an existing account).
  2. In the Connect a bank account window, search for and select the Asset Cash Account in the chart of accounts that this bank account represents. Deposits and expenses reconciled against this bank account will post to whichever GL account is chosen here.
  3. Click Continue to your bank. This opens a secure bank-connection window (the platform uses Stripe’s Link service to connect bank accounts).
  4. Search for and select the organization’s bank from the institution list.

Note: In the staging test environment, banks appear under a stripe.com test list instead of real institution names — Test (Non-OAuth), Test (OAuth), Bank (Non-OAuth), and several others meant for testing specific connection states. On the live platform, this same window lists real banks by name.

  1. Follow the prompts to sign in to the bank and authorize the connection, then choose which of the bank’s accounts to link if it offers more than one.
  2. When the bank connection finishes, click Done to return to Bank Reconciliation.
After Connecting

A green “Bank account connected” banner confirms the connection, and the account now appears as a card at the top of the page showing its name, masked account number, the bank it’s connected through, the GL account it posts to, and a Connected status badge.

From here, enter the account’s statement balance to start reconciling it — see “How Do I Enter My Statement Balance to Start Reconciling?”