Costpoint Help

Related Topic for the Manage Company Bank Accounts Screen

Use this section to learn how to link Plaid bank accounts to Costpoint company bank accounts.


Related Topics:

Link Plaid Bank Accounts to Costpoint Bank Accounts

After you add Plaid-supported banks on Manage Plaid Bank Accounts screen, use the Manage Company Bank Accounts (US Banks) or Manage Company Bank Accounts (Non-US Banks) screen to link Plaid bank accounts to Costpoint company bank accounts.


Parent Topic:

Manage Company Bank Accounts (US Banks)