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Add your bank account to Sole

Linking your bank account to sync your transactions in Sole
Written by Johann Oberholzer
Updated 3 years ago

How to video:

Step by step walkthrough:

You can add multiple bank accounts following the steps below:

Add a bank account to sync your transactions

  1. Log in to the Sole App.
  2. In the Dashboard, select Connect Bank.

  3. Start typing your bank's name. Select your bank from the list.

  4. Type your bank username and password.

  5. Click Link Account.
  6. Select your business account from your financial institution and click Continue with selected account.

    You may have to follow instructions from your financial institution to link your bank account to your SOLE account in order to sync your transactions. 

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