Skip to main content
Set up bank feed via plaid
- Hover over ‘Books’ in the menu bar.
- Select ‘Banks’ from the drop-down.
- Click ‘Create Plaid account’ alongside the chosen Bank Account (The account number and Sort code must be set within the bank account details).
- You will then be taken to the plaid dashboard.
- Follow the steps given on the screen.
- Once completed, you will be taken back into JustAccounts.