Connecting Your Accounts

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.

Step-by-step read-only access for Chase, Amex, Bank of America, and Capital One — access that can never move your money.

Grant access to Gusto, Paychex, ADP, Square, Stripe, MX Merchant, and QuickBooks Online.

What breaks when a card is reissued or canceled, and how to re-link it so your books stay current.

What to do when an account stops syncing, why Uplinq may ask for statements, and when to contact your team.

What connection badges, action-needed states, reconnect prompts, and issue counts usually mean in Data Hub.

When QuickBooks Online is part of your setup, what to ask before changing it, and why Uplinq reports may not match QBO during cleanup.

What to do when Uplinq asks for access to another business app, bank credential, payroll tool, or processor.