Related Topic for the Transfer Plaid Bank Transactions Screen
Use this section to learn about importing Plaid bank transactions into Costpoint.
Related Topics:
Import Plaid Bank Transactions
After you have set up the integration between Plaid-supported banks and Costpoint, and linked Plaid bank accounts to Costpoint company bank accounts, use the Transfer Plaid Bank Transactions screen to import Plaid bank transactions into Costpoint and/or automatically insert imported transactions into the bank statement tables for reconciliation.