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Add your bank account to Sole

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Linking your bank account to sync your transactions in Sole

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.

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

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4. Type your bank username and password.

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5. Click Link Account.

6. Select your business account from your financial institution and click Continue with selected account.

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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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