Plaid environment & Setup Your Bank Account

Audience: Admin
Type: Reference

Reference

For system behavior and rules, see
SmartBooks Documentation – Section 3: SmartBooks Settings

Purpose

This section explains how SmartBooks can connect bank accounts using automated bank feed services.

This feature allows transactions to be fetched automatically from supported banks.

How to Access

1. Go to SmartBooks

2. Click Settings

3. Open Bank Feed Environment

URL format:
https://app.thulo.com/{tenantname}/ps/admin/accounting/setting/bank-feed

What This Feature Does

When supported:

• Connects bank accounts securely

• Automatically imports bank transactions

• Reduces manual transaction entry

Imported transactions can then be reviewed, matched, and reconciled.

Availability Note (Important)

⚠️ Not applicable for Nepal

• Automated bank feed integration is currently available only for Europe and North America

• Nepali banks do not support this integration

For Nepal-based businesses:

• Bank transactions must be imported manually

• Or recorded directly in SmartBooks

If Bank Feed Is Enabled (Supported Regions Only)

When available, users can:

1. Select a bank provider

2. Authenticate bank access

3. Link a bank account

4. Sync transactions automatically

Important Notes

• Bank feed connections affect future transactions only

• Imported transactions still require review and matching

• This feature does not replace reconciliation

When to Use This

• Only if your business operates in a supported region

• Only if automated bank feeds are available for your bank

Related Articles

• Bank Account

• Banking rules & Import bank transaction

• Match bank transaction

• Reconcile an account

End of Article