Connect a bank or credit card
Start Plaid Link, select accounts, map every return, and verify the first healthy feed activity.
Connect banks and cards from the company that owns the accounts. A Plaid connection brings transaction evidence into Bank Feeds; it does not post to the ledger until the rows are reviewed and posted.
Start The Connection
Open the company and choose Bank Feeds > Connect bank. If the company already has a healthy feed, the same button adds another institution.
LedgerHQ opens Plaid Link. Continue without entering credentials anywhere in LedgerHQ, choose the institution, authenticate in Plaid's secure flow, and select every bank or card account the firm needs.
LedgerHQ never receives the bank password. Plaid handles institution authentication and returns the accounts the owner approved.
Map Every Returned Account
After Plaid returns to LedgerHQ, Map connected accounts opens. For each account, choose an existing LedgerHQ register or Create new register. A connected account left unmapped stays connected but publishes no activity.
Choose Save mappings after every account has the intended destination. Use Later only when the firm intentionally wants the accounts connected but not yet publishing.
Verify The Healthy Result
Back in Bank Feeds, confirm:
- the account card has the expected institution, type, and masked digits;
- Last updated shows a recent successful sync;
- no reconnect or mapping warning is present; and
- new activity appears in the correct register card.
Balances can differ while transactions are pending, unposted, or not yet reconciled. The connection is healthy when syncing and mapping are healthy—not when bank and register balances happen to match.
If Plaid closes before returning, start Connect bank again. If an institution requires attention, use Reconnect or ask the company owner through the supported connection-text flow. Never put bank credentials, one-time codes, or full account numbers in a support ticket.