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How to add a Bank Account using Plaid
How to add a Bank Account using Plaid

This article explains how to add a new deposit bank account using your bank credentials via Plaid.

Natalie Jordan avatar
Written by Natalie Jordan
Updated over a year ago

Step #1: Dashboard -> Accounts -> Add Bank Account

Step #2: Enter the name of the bank, account number and routing number -> Next

Step #3: In order for the transactions to pull directly into PayHOA automatically enable Sync Bank Transaction to PayHOA accounting system. toggle to blue -> Save Bank Account

Step #4: Plaid will prompt you to enter the username/credentials to the bank account. Click Continue -> enter the username/credentials.

Step #5: Follow through the Plaid steps. You may receive a security code via text or email to verify the account. Select the bank account from the Plaid menu to link -> Continue.

Note: You will receive a success message from Plaid once the account is successfully added/linked to PayHOA! Your bank balance will also be on the Transactions page and Dashboard!

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