Onsite

If you have bookkeeping in your Onsite account, you can see your bank connections and start a new one from Bank Connections.

Select Accounting &gt; Bank Connections.

In Banks &amp; Integrations, review your connections.

1. Select Accounting &gt; Bank Connections.
2. In Banks &amp; Integrations, review your connections.

Select Add New Connection, then follow the steps on screen.

1. Select Accounting &gt; Bank Connections.
2. Select Add New Connection, then follow the steps on screen.

If a connection needs attention, the accounting overview may show an action item with a Fix shortcut.

Important: Check what the issue is before you change a connection.

See your bank connections and start connecting a new account.

Review your bank connections

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Review your bank connections

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