Connect your bankIn Connections
In Connections
What connecting the bank does
Your bank connection brings in every transaction — charges as sorted expenses and deposits as bank activity — and confirms that processor payouts actually arrived.
Example screenStart here · On a computer
- 1Connections
- 2Open the bank connection card
On your phone: Connections → same card.
In Connections
Connect it
The bank card under Integrations opens Plaid’s own sign-in. You sign in there, and DeskOps never sees your password.
Example screenStart here · On a computer
- 1Connections
- 2Open the bank connection card
which opens Plaid.
On your phone: Connections → same card.
In Get Paid › Invoices
Why a deposit is not revenue
A processor deposit is several customer payments that are already counted. Counting the deposit again would double your revenue, so it is labelled a payout instead.
Example screenStart here · On a computer
- 1Get Paid
- 2Invoices tab
- 3Open the bank-deposit review card, when shown
Payouts are kept off the Money list.
On your phone: Get Paid, same card.
In Taxes
Read the month’s bank match
The bank match compares customer payments including sales tax with connected-bank deposits, to the cent. It is money in, not revenue; otherwise, open See unmatched to inspect the named payments or deposits.
Example screenStart here · On a computer
- 1Taxes
- 2How this is figured
- 3Open the line for the last ended month
- 4See unmatched, when shown
On your phone: Taxes → How this is figured → the same line → See unmatched.
In Get Paid › Invoices
Confirm a deposit match
The bank deposit review on Get Paid holds a payout-to-deposit match until you confirm it, in plain words. An empty queue is normal.
Example screenStart here · On a computer
- 1Get Paid
- 2Invoices tab
the review card, when there is something to review.
On your phone: Get Paid, same card.
Ready to do this with your own business?
Connect the business checking account; one account is enough to start.