Help Center/Connecting Your Accounts
4 articles

Connecting Your Accounts

Securely link your banks, cards, payroll, and tools so Uplinq can keep your books up to date.

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Connecting bank & credit card accounts with PlaidGuide
Link your accounts securely in a few clicks, assign them to the right business, and know what to do if a bank won't connect.
2026-06-203 min02
Giving Uplinq read-only access (and why it's safe)
Step-by-step read-only access for Chase, Amex, Bank of America, and Capital One — access that can never move your money.
2026-06-202 min03
Connecting payroll & merchant tools
Grant access to Gusto, Paychex, ADP, Square, Stripe, MX Merchant, and QuickBooks Online.
2026-06-202 min04
Compromised or replaced card? Keep your books connected
What breaks when a card is reissued or canceled, and how to re-link it so your books stay current.
2026-06-213 min