External Sources
Connect bank feeds and other external systems for automatic syncing.
How to use it
Open External Sources from the Reports menu, add a connection, and follow the provider's linking flow. Map the connected account to one of your accounts to start syncing.
Configuration
Requires credentials/authorization with the external provider (e.g. your online banking login via Plaid's secure link flow).
Details
| Menu location | Reports menu, External Sources. |
| Who uses it | Businesses that want transactions to appear without manual CSV uploads |
| Prerequisites | None |
Related pages
See which plan includes External Sources on pricing, or how Count My Bucks compares to QuickBooks. Used heavily in One login for every client's books, with bank rules that carry across all of them..