Linking Your Bank or Payment Processor Accounts: Step by step

In the fast-paced world of startups, optimizing financial operations is crucial. The Integrations section within your accounting system can be a game-changer. Follow these steps to set up bank accounts or credit cards seamlessly:

Setting Up Bank Accounts or Credit cards:

1. Navigate to the “Integrations” tab, located in the “Accounting” section of Firstbase.
2. Under the “Banks” section, click on “Search” to open Plaid, a secure platform for connecting accounts.
3. Search for your bank, select it and follow the guided Plaid flow to add your business bank and credit card accounts.
4. Ensure that you only add accounts associated with your business and not personal accounts.
5. Whenever you need to add more accounts, return to the Integrations section and select “Add Account.”

Setting Up Stripe as your Payment Processor:

1. Visit the “Integrations” tab in the “Accounting” section of Firstbase.
2. Under the “Payments” section, click on "Stripe", a widely-used payment processing platform.
3. Depending on your situation, either connect an existing Stripe account by following the prompts or create a new Stripe account and proceed with the flow.

If You Need a Different Payment Processor:

No need to worry if you're using a different payment processor. We're consistently adding more integrations to accommodate your needs.

If you require further assistance, feel free to reach out. Our dedicated bookkeepers are ready to provide guidance and support as you navigate through the process.