How to connect a designated business bank account to Heard

Heard relies on your business account being connected via Plaid so we can automatically sync your transactions for bookkeeping. For this reason, Heard requires that at least one financial account be connected to proceed with onboarding. 

You can add additional designated bank accounts or credit cards used for your business to Heard and manage previously connected accounts.

Connect an account

1. In the left-side menu, click on Your Name, then click Settings.
2. Go to the Financial Institutions tab
3. Click the + New Financial Institution button
4. Enter your phone number
5. Search for and select your financial institution.
   • This example below is for Heard Business Banking
6. When prompted, log in with the credentials you use to access your accounts in your financial institution's online banking portal.
7. Proceed through the steps to complete the connection.

Reconnect an account

1. In the left-side menu, click on Your Name, then click Settings.
2. Go to the Financial Institutions tab
3. Click the + New Financial Institution button
4. Click + Reconnect next to the account.
5. When prompted, log in with the credentials you use to access your accounts in your financial institution's online banking portal.
6. Proceed through the steps to complete the connection.

Related Articles

• Can I connect my bank account to Heard?
• Using a designated business bank account for your practice
• How to change your method of payment in Heard