Integrating Your Bank Account

Integrating your bank is one of the most important steps in the setup process. This allows us to confirm that each order can be traced to a cash transaction.

If you're in the onboarding process:

1: Login and click the next step until you reach the Bank Account.
2: Add a new bank that you've never synced before, click Yes. Add in any account name that will help you remember which account you've linked.
3: Connect to either Plaid and / or Teller. Follow the prompts, pick the account, and then you should be set.; 💡 For SVB which may have issues with disconnecting, we recommend Teller instead of Plaid.
4: You will be able to see the bank account is connected.; If you're an existing customer and you need to reconnect:
1: Login to Blue Onion, and navigate to Integrations (left-hand side-bar) > Bank accounts to see the existing connections.
2: If the connection has expired, click New Bank Account Connection, and click No to add a connection to an existing account. Select the dropdown for what you've already set up.; If you're an existing customer and you need to add a new bank account:
1: Login to Blue Onion, and navigate to Integrations (left-hand side-bar) > Bank accounts to see the existing connections.
2: Click Add New Bank Connection > Click Yes, create new account > add bank name.
3: Connect the accounting using Plaid, and follow the prompts to connect your account.