Important Notes before you Begin
Bank Sync requires the Advanced Accounting subscription.
Your bank accounts MUST be set up in Inn-Flow BEFORE connecting to Bank Sync.
Setup Accounts
1. Go to Accounting > Accounts and click Bank Sync Connections in the top right of the page.
You will see a list of all available bank institution names (Chase, Truist, etc.).
2. Click the Connect button next to the bank you want to connect.
Name Your Connection
If you use the same login credentials for all accounts, only one connection is needed.
If you have multiple usernames for different accounts, each set of credentials should have its own connection.
For example, if you have one login for Hotel Group A, set up a connection called "Hotel Group A" using those credentials. Then create another connection for the next set of credentials.
3. Enter a Connection Name and click Next.
4. Select one or more Inn-Flow bank accounts to link, then click Next. This takes you to Plaid to complete the connection.
Connect via Plaid
5. Select your bank institution from the available options in Plaid.
6. Enter your bank login credentials.
7. Complete any verification questions your bank requires.
8. Select the bank account(s) to link and accept the terms and conditions.
You'll receive a Success confirmation once this has been linked:
Complete Setup
After connecting, you will see your Plaid bank accounts listed next to your Inn-Flow bank accounts to finish the linking.
Bank Sync will pull the last 30 days of transactions. If you do not need that many, go to the Bank Sync page, select the extra transactions, and click Exclude to remove them from the imported list.
Repeat these steps for each set of bank credentials and bank site. Bank Sync starts working immediately, though it may take a few minutes for transactions to fully import depending on volume.