Welcome to our step-by-step guide on connecting your bank account to Uplinq through Plaid! We understand that seamless integration with your financial institution is essential for an efficient bookkeeping experience. In this help document, we'll walk you through the process of securely connecting your bank or credit card accounts to our platform. By following these simple steps, you'll be able to easily access your financial data within Uplinq and start benefiting from our automated bookkeeping solution. Our aim is to make this process as user-friendly and straightforward as possible, ensuring that you can quickly and effortlessly set up your connection and begin enjoying the full potential of Uplinq. Let's get started on linking your accounts and unlocking the power of our automated bookkeeping tool!I
This will securely link your bank account to Uplinq, allowing you to fully leverage our automated bookkeeping solution.
Uplinq connects to thousands of banks powering small businesses.
Uplinq's guide on how to utilize the American Express Limited Account Manager Access functionality
Uplinq's guide on how to utilize Wells Fargo's Account Permissions for delegating account access without compromising security
Seamlessly add Uplinq as an Accountant in your Quickbooks account to ensure all of your financial and accounting data stays integrated across platforms.
Learn how to effortlessly connect your Quickbooks Online accounts to Uplinq through Quickbooks for a seamless and secure bookkeeping experience.
Uplinq's guide on how to utilize Bank of America's Account Permissions for delegating account access without compromising security