Articles on: Sprwt Supprt
What is the Connected Accounts page?
Accounting > Connected Accounts (titled Connected Accounts – Plaid Integration) is where you link bank accounts and credit cards through Plaid. It shows one card per institution with the bank's logo and name, a trash icon to remove the connection, and buttons that appear only when needed (Re-authenticate, Import). Under each institution every linked account is listed with its name, masked number, live balance and currency, and a Sync? toggle. The + Connect New Bank button (and an Add New Account tile at the end of the list) starts the Plaid linking flow. A warning banner Sync is paused for some accounts until you refresh your connection! appears when any account needs an import or re-authentication.
Where to find it:
/admin/accounting/items