After your Heard Business Banking application is approved, you'll need to connect your Heard Business Banking account to your Heard account so your transactions sync to your books. This article walks you through the steps.
You'll need to be signed in to your Heard account before you start. Heard Business Banking is powered by i3 Bank and connects through Plaid. Unlike other banks, you won't need banking credentials. Verification runs through your phone number and identity checks instead.
Activate your account
- Sign in to your Heard dashboard at dashboard.joinheard.com.
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Click Next on the pop-up shown when you log in
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Click Activate Heard Banking — this opens Plaid
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Enter your phone number, or click Continue without phone number (either should work)
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Search for Heard and select it
- Follow the identity verification prompts and complete each step until you see a Success message.
If you don't see the pop-up
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Click Connect on your Heard Home Dashboard
- Then proceed to connect your Heard Banking account to your books.
Once connected, your Heard Business Banking transactions automatically sync to your Heard books. Your bookkeeper sees the same data as you, so there's no need to upload statements. It may take a few minutes for the first transactions to appear.