To link your bank or credit card account with Design Manager to easily enter and process transactions downloaded follow the steps below. When you connect your account, the download will pull transactions 30 days from the date of connection.
1. On the left side menu click on Settings and then click on Accounting Settings. Click on the Bank Connect tab at the top. Click on the + Add button in top right.
2. Select the Pay With account in the drop down that reflects the account you want to add. For example, if the account is a checking account, you would select A Check. If the account is a credit card, you would select the credit card account listed. If you don't see the credit card account listed, then you need to add it to Design Manager as a General Ledger Account. Click here to learn how to add your credit card account to the General Ledger. Once the General Ledger Account has been added, you can return to this step to select the credit card account.
3. Design Manager uses Plaid to connect your accounts. Enter your phone number and click on Continue. You will be entering the cell or mobile phone number linked to any of your bank or credit card accounts that can receive text messages. Note: if you don't have a mobile phone number that can receive text messages, click on Continue as guest and follow the prompts to connect your account. Follow the prompts to finish connecting your account. The connection could take up to a minute or more. NOTE: Connect one account at a time. Do not try connecting multiple accounts all at once.
4. When the account is connected, you'll see your account in the list under Bank Connect. You can click on the Account Name to edit the Pay With selection if needed.
Note: You can delete an account which will permanently delete the account and all transactions already assigned. It is recommended to leave accounts already downloaded and assigned as you can add as many accounts as needed.