1. Click on the menu on the left
2. Click on Bookkeeping
3. Click on Bank Transactions
4. Click on CONNECT ACCOUNT
5. Truewind connects bank account with Plaid. Click on Continue.
6. Phone number is optional. Click on Continue as guest
7. Search bank name
8. Click on bank account
9. Input the bank account log in credentials - email, password
10. Click on Submit
11. The page will direct you to the digital bank page for confirmation.
12. Click on Next
13. Click on Connect my account(s)
14. Then it goes back to Truewind Plaid connection page. Input your phone number here for 2FA.
15. Click on Save
FAQs
How far does Truewind go back historically to pull up transactions?
Truewind pulls up to 24 months ago.