Watch our video here to see how to connect your bank accounts to SortMyBooks Online Accounting software so that you can pull in your transactions live. No more importing, no more manually typing in your transactions. You start by clicking on Accounts tab and then click on Plaid. If you can't see a Plaid button please get in touch and we'll explain how to enable it.
If you've already got Plaid available then watch here for how to connect