How to connect my bank or credit accounts (to automatically import and categorize your income and expense transactions)

The easiest way to automate your accounting is to connect the bank account you use for your business. Once the account is connected, Direct Sidekick automatically imports and categorizes your bank transactions for you!

You can connect up to three bank accounts and credit card accounts.

1. Navigate to the account list page to connect your account.
2. Click the "Connect Account" button in the upper right corner. Next, choose the date you would like to start importing transactions from in the date picker. For example, if you select 01-01-2021 for the date, all transactions will be imported from that date to the current date.

3. After clicking the "Continue" button, type your bank's name in the search field. Then click the bank and follow the prompts.

4. When completed, you'll receive a success message and a message letting you know that your transactions are being imported.

5. You will receive an email when your transactions are imported. Depending on the number of imported transactions, this process can take a few minutes.