Link your bank account in Settings > Bank Accounts so payments from tenants and guests go straight to your business account, and so your bank transactions flow into DoorSpot for bookkeeping. DoorSpot connects to your bank securely through Plaid.
Steps
Go to Settings > Bank Accounts in the left sidebar. The External Bank Accounts page lists any linked accounts with their Institution, Account name, Last 4 digits, the date Added, and what they're Enabled for.
Click Add Account. The Link Bank Account panel opens.
Under Do you want to, choose what to use the account for. You can pick one or both:
Receive deposits: Tenants and guests pay through DoorSpot, and the money is deposited into this account.
Receive transactions: DoorSpot imports this account's transactions in real time for expense tracking and bookkeeping.
Click Next to open the Plaid window. Find your bank, sign in with your online banking details, and choose the account to link.
When Plaid finishes, DoorSpot saves the linked account and it appears in the External Bank Accounts list.
Good to know
Bank Accounts only appears in the Settings menu for team members with the Admin role.
In the Enabled for column, the uses that are turned on show a check mark.
To change a linked account later, click ⋯ on its row. You can edit the nickname, turn deposits, transactions, or checks on or off for that account, or delete it.
Imported transactions appear in Bookkeeping > Transactions under Needs Review, ready to categorize.
Your banking sign-in details go to Plaid, not to DoorSpot.
Troubleshooting
You don't see Bank Accounts in Settings: Ask an Admin on your account to link the bank account, or to give you the Admin role in Settings > Team.
Payments aren't reaching your bank: Click ⋯ on the account's row and check that deposits are turned on.
Transactions aren't showing up: Click ⋯ on the account's row and check that transactions are turned on.