Ask the support agent

Just ask a direct question or search related articles from the Knowledge Base.

Support Center / Bank Transactions / Bank Connections

Connect bank accounts via Stripe

Connect bank accounts through Stripe when that connection path is available, resulting in new connected accounts ready for mapping in Truewind.

Workflow

Step 1

Open Truewind Bank Transaction Page

Start in Truewind on Bookkeeping > Bank Transactions, then go to Truewind Bank Transaction Page

Step 2

Open the connection menu

Use the bank-connection menu to choose which provider you want to launch for this client.

Screenshot showing Click dropdown trigger

Step 3

Choose Stripe

Start the Stripe connection flow only when this client should authenticate through Stripe instead of another provider.

Screenshot showing Click Connect bank via Stripe

Step 4

Accept the Stripe terms

You must acknowledge the provider terms before Stripe will let you continue into account selection.

Screenshot showing Click Agree and continue

Step 5

Complete Stripe 2FA

Stripe may request your 2FA.

Step 6

Add a bank account

Launch the institution picker so Stripe can ask which bank you want to connect.

Screenshot showing Click "Add bank account"

Step 7

Search for the bank

Look up the client bank by name so Stripe can present the correct login flow and account list.

Screenshot showing Search the institution

Step 8

Choose the institution

Pick the option that matches the client setup because that choice controls what happens next so Stripe can return the selected bank accounts to Truewind.

Screenshot showing Choose the one you'd like to connect and click on Link Accounts

Step 9

Continue

Move forward only after the correct institution is selected in Stripe.

Step 10

Complete the bank sign-in

Stripe redirects you to the bank login page so the institution can verify the connection directly.

Screenshot showing It will direct to bank account log in page and ask for creds

Step 11

Authorize the connection

Approve the bank-side permission request so Stripe can read the account data Truewind needs.

Step 12

Link the selected accounts

Send the chosen bank accounts back to Truewind so they can be mapped and synced.

Step 13

Confirm the bank accounts are connected

Done!.

Step 14

Confirm the connected accounts

The new accounts should appear in Truewind and be ready for Chart of Accounts mapping.

Screenshot showing You can see the new connected bank accounts. And they are ready for accounts mapping

What to verify

The workflow completes with the expected result.
The screenshots match the current product flow.

Was this helpful?

Need more help?

Ask for human help about this article and provide any feedback.