We understand that this change may cause some inconvenience, but we assure you that we have chosen Plaid because of their class-leading service and reliability.

Login to TrulySmall and navigate to Settings > Connect Banks.

Find your bank that is linked via Yodlee and select the Disconnect Bank icon next to the bank name.

Click on Disconnect to confirm.

Note: This will remove the connection for all accounts associated with that bank and transactions will no longer be imported. Previously imported transactions for all accounts will remain accessible and unchanged.

Setup a new feed by clicking on +Add Bank Account.

Connect your bank accounts by following the prompts in Plaid. Your bank will require you to verify your access by submitting your account credentials. Depending on the financial institution, you may be asked for secondary authentication. (Credentials are not stored or shared with TrulySmall)

Once the authentication process is complete, you will have the following options:

We recommend choosing Use Existing Accounts so you can link your existing TrulySmall accounts with the Plaid feed. All future transactions will go into the same account as before, and you will avoid duplicating transactions or accounts.

Once your bank feed is fully connected, you can select your TrulySmall account/s and review your transactions.

In some instances, new transactions may take up to 24 hours to import via Plaid. The refresh status will display as "in progress" until the connection is successful.

If your bank is not supported by Plaid, don't worry! You can still import transactions using the "File Upload" method. Simply follow the steps outlined below.

If your business operates outside of the USA or Canada, or if your bank isn't supported, you won't be able to use the bank feed option. We understand that this change will cause some inconvenience, but we do have an alternative solution already built into our platform. Please follow the steps below.

Login to TrulySmall and navigate to Settings > Connect Banks.

Find your bank that is linked via Yodlee and select the Disconnect Bank icon next to the bank name.

Click on Disconnect to confirm.

Note: This will remove the connection for all accounts associated with that bank and transactions will no longer be imported. Previously imported transactions for all accounts will remain accessible and unchanged.

TrulySmall Accounting supports OFX, QFX, and QBO files generated from your bank. This ensures the most accurate records are being provided, eliminating one of the most common sources of data errors, such as improperly formatted CSV data.

Note: Please log in to your online banking portal to download transaction files. Depending on the bank, there will be an Export or Download section for transactions or statements. If you cannot find it, please try searching the help section on the bank's website.

To upload a transaction file, go to the Accounts page and select a specific account that is no longer linked to Yodlee.

Next, click on +Add Transaction and select Transaction File.

Select the account type, and upload the file from your computer or device. A quick summary of the transactions will be displayed and you can click Upload to import them.

Once uploaded, the transactions will appear on the Inbox page where they can be categorized and posted.

Note: TrulySmall Accounting will identify overlapping or duplicate transactions. A warning will display indicating how many transactions have been excluded. Those transactions will not be imported.

If you have any questions or need assistance with the transition, please email us at [email protected]. We are here to help and make this process as smooth as possible for you.

Thank you for your understanding and cooperation as we make this necessary change to improve our services. We appreciate your business and look forward to continuing to serve you with the best solutions.