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Banks compatible with plaid

  • October 14, 2024
  • 2 replies
  • 78 views
iqraharrison
Captain II
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Hi!

Does anyone know the easiest way to check if a bank is compatible with Plaid prior to setting up bank feeds?  

Thanks!

Best answer by Colin MacMillan

Yes, you can enable bank feeds in a test system with a Demo license key, then search for the Bank on the Bank Feeds screen.

 

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977

2 replies

Colin MacMillan
Jr Varsity II
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Yes, you can enable bank feeds in a test system with a Demo license key, then search for the Bank on the Bank Feeds screen.

 

Chris Hackett
Janella
Jr Varsity III
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  • Janella
  • Jr Varsity III
  • October 24, 2024

@iqraharrison I have my own plaid login, and I search for banks with my login. Unfortunately does not mean that the client’s bank is supported, as the institution itself may have other rules that block the integration. 

Chris Hackett
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