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.


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)