How To Connect To Plaid
What you need to know:
AgExpert Accounting lets you connect to supported financial institutions through our MyFarmConnect partner, Plaid. This service securely imports transactions from your online banking into the AgExpert Accounting Pending area, reducing manual data entry while improving efficiency and accuracy.
Plaid uses a secure, one-way connection to import transaction data directly from your financial institution into AgExpert Accounting. Each bank account and credit card account must be connected individually.
What you need to do:
Determine which bank accounts or credit cards you wish to connect to AgExpert Accounting.
Have your online banking credentials available.
Be prepared to complete any multi-factor authentication required by your financial institution.
How to (Step by Step):
To connect to your financial institute through the Banking menu:
Click Banking.
Select Bank Accounts.
Select the account you wish to connect to.
Click Connect to financial institution.
Choose Connect using Plaid.
Note: Not all financial institutions or account types will be available through our partners.
Review terms and click Continue.
Enter your phone number and click Continue.
Enter the verification code sent to your phone.
Find and select your financial institution, using the search filter, if necessary.
Enter your username and password for your financial institution and click Continue.
Complete any additional verification steps your financial institution requires.
Select the account you wish to link to.
Select the start date to begin downloading transactions from the selected account.
Note: All transactions from that date forward will be imported into your pending transactions area. This process may take several minutes, depending on the number of transactions. Once the process is started, you may navigate to other areas of AgExpert Accounting without interrupting the process.
After connection, Plaid will periodically check your account and import new transactions to the pending transactions area.
To connect to your financial institution through the Chart of accounts menu:
Click Chart of accounts.
In Assets, select the account you wish to connect to or click Liability and select the credit card you wish to connect.
At the bottom of the slide-out, click Connect to financial institution.
Choose Connect using Plaid.
Note: Not all financial institutions or account types will be available through our partners.
Review terms and click Continue.
Follow the connection process.
Note: Refer to Step 7 in the first section for detailed steps on how to continue the connection to Plaid.
To connect to your financial institution through the MyFarmConnect menu:
Click MyFarmConnect.
Select the Plaid tile.
Click Get connected.
Select the account you wish to connect.
Click Connect to financial institution.
Choose Connect using Plaid.
Note: Not all financial institutions or account types will be available through our partners.
Review terms and click Continue.
Follow the connection process.
Note: Refer to Step 7 in the first section for detailed steps on how to continue the connection to Plaid.
To disconnect an account from your financial institution:
Click Chart of Accounts.
Select the bank account in Assets you wish to disconnect or click Liability and select the credit card you wish to disconnect.
At the bottom of the slide-out, click Disconnect and Disconnect in the dialogue box.
Note: When you disconnect from a bank account, it removes all outstanding entries from the Pending transactions area.
References and Additional Resources
Still have questions? Contact support
Contact us at 1-800-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the question mark Icon in the top right of AgExpert Accounting at any time.