How do I connect a new client’s bank account using Propio Sync?

1. Go to the "Clients" section.
   Use the search bar at the top to find the client you want to connect.

2. Click the "Onboarding" icon.

3. On the "Connect your ledger account" screen, click the blue “Next” button.
   If you see a ✅ checkmark, the ledger is already connected—just click Next.
   If not, connect QuickBooks or Xero before continuing.

4. You’ll now see the "Bank Connection" screen.
   This screen includes a secure Propio Sync link.

5. Copy the bank connection link.

   • Paste it into your own browser to assist your client in person.

   • Or send it to your client so they can complete the connection remotely.

6. Client opens the link.
   When the client opens the link, they’ll be prompted to connect their account using Plaid.

7. Client has two options to proceed:

   • Enter their phone number to retrieve previously connected accounts.

   • Continue as Guest and select their bank manually from the list.

8. The client is redirected to their bank’s login page.
   They’ll complete authentication and approve the connection securely.

9. When the client finishes the connection, you’ll see a ✅ green checkmark in Propio. Just click “Cancel” button to close and complete the process.

🪄 Tip: Propio supports most bank account types, including checking, savings, credit cards, loans, and investment accounts.

💡 Note: Connecting Multiple Accounts: To add more accounts, repeat the same process from the onboarding screen and generate a new link for each additional account.

⚠️ Important: Prevent Duplicate Transactions: Once transactions are being categorized in Propio, make sure to disconnect any active bank feeds in QuickBooks or Xero to avoid duplicate transaction data.

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