Connection Card Pro Help & Documentation

Last Updated: Jun 4, 2024 5:22 PM

Importing Transactions from Bank Account

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 to your Connection Card Pro account, 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.

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.***


1. Create your Chart of Accounts 1st in Accounting > Financial Settings > Chart of Accounts. 

2. Bank Integration - link your online banking by going to Accounting > Financial Settings > Bank Account Integration. Click here for more details.

Import your Transactions:

Once you have created your Chart of Accounts and online Bank account integration, from the menu go to:
Accounting > View Registers

If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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