With WorkingPoint's banking integration you can easily and securely connect your WorkingPoint bank and credit card accounts to over 4,800 financial institutions so you can view current financial institution account balances in WorkingPoint and import your bank and credit card transactions into your WorkingPoint account activity.
By creating a simple connection between your financial institution accounts and your bookkeeping accounts where you track your business activity in WorkingPoint, you gain real-time insight into your actual cash and credit card liabilities all from where you manage your business: WorkingPoint.
After your secure connection is established, you'll be able to import your bank and credit card transactions directly into your WorkingPoint account activity. Importing transactions saves you data entry time allowing you to import the transactions instead of manually entry everything. It also makes it easy for you to balance your bookkeeping accounts with your actual bank and credit card accounts.
How do I connect to a financial institution?
How do I import transactions from my bank?
How do I import transactions from my credit card provider?
How do I remove a connection to a financial institution?
How do I update my financial institution balances?
How do I view the balance of my bank and credit card accounts?
Troubleshooting banking integration