Step 1: Go to your Org Settings (accessible from your left-screen menu) and scroll to the section titled Bank Account. Click ‘Connect Your Bank’.
Step 2: Click ‘Link with Plaid’
Step 3: Click View Agreement to review the terms and conditions. Select the radio button and click ‘Agree & Continue with Plaid’ to accept the terms and conditions.
Step 4: Follow the on-screen instructions from Plaid, including accepting Plaid’s terms and conditions and entering your username and password for your organization’s bank account.
Step 5: You will see your bank account information. If this is correct, click ‘Confirm & Connect Bank Account’.
Step 6: All done!