To connect your bank account(s) to Church360° Ledger to allow transactions to flow from your bank to Pending Transactions in your Ledger Overview page, follow these steps.
⚠️ Beta Feature: This feature is currently in Beta and may be refined as updates are released.
1. Open Bank Integration Settings
⚠️ Note: Only users with the Ledger Administrator role can access Bank Integration settings.
- Click the Settings (gear icon) in the navigation bar.
- Under Integrations, select Bank Integration.
- Click Add Bank Integration.
- Click Let's Go!
2. Select Financial Institution
- Choose a bank from the list of common institutions,
or - Use the Search field to locate your bank.
4. Authenticate with Your Bank
- Select a login method (if multiple options are available).
- Review the secure connection notice and click Next.
- Complete authentication:
- Within the embedded login window, or
- Via redirect to the bank’s website.
5. Map Bank Accounts
- For each connected bank account, use the dropdown to map it to the corresponding account in the Chart of Accounts.
- Verify each mapping.
- Click Save.
6. Verify Transaction Import
Any transactions that hit your bank account from the day you save the mappings forward will automatically flow in to Church360°. To see the transactions:
- Navigate to the Ledger Overview page.
- Confirm that imported transactions appear in the To Do list as Pending Transactions.
Related Tasks
For instructions on reviewing and posting imported transactions, see: Processing Transactions from Bank Integration