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 "Resend Request" link.

3. On the "Client ledger already connected" screen, click the blue “Next” button.
   In this point the ledger is already connected—just click Next.
   If not, connect QuickBooks or Xero before continuing.

4. You will see a new screen confirming that the existing bank feeds in your ledger have been disconnected.

5. Check it. And click in the Next button.

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

7. When you access the bank connection section, Propio will show you three options to manage the link:

   1. Send to client via message
      Send the link directly to the client so they can complete the connection.

   2. Copy link
      Copy the link to your clipboard so you can paste it wherever you prefer, such as in an email or external chat.

   3. View link
      Access the link directly from Propio to review or use it immediately.

   Select the option that best fits your workflow.

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

9. 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.

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

11. When the client completes the connection, you will see, in the Clients section under Bank Connection, the “Go Setup” link, where you will map your bank accounts to the corresponding account names in your ledger’s Chart of Accounts

🪄 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.

When the client completes their bank connection in Propio, you will see a “Go Setup” link under Bank Connection in the client’s profile.

Clicking Go Setup will take you to the screen where you can map each connected bank account to the corresponding account in your Chart of Accounts within the linked ledger (QuickBooks Online or Xero).

This step is important because:

• It allows Propio to correctly identify which transactions belong to which ledger account.

• It ensures that automated reports and categorizations are accurate.

• It helps prevent errors in reconciliations and financial statements.

On the mapping screen:

1. The connected bank accounts will appear on the left.

2. On the right, you will see a dropdown menu with the ledger accounts from your Chart of Accounts.

3. For each row, select the ledger account that corresponds to that bank account.

4. Save your changes to finalize the mapping.

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