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How to Connect Your Bank Accounts with MyCase Accounting
How to Connect Your Bank Accounts with MyCase Accounting
This article will walk you through how to set up your bank accounts with MyCase Accounting.
Ben Q avatar
Written by Ben Q
Updated over a week ago

This article will walk you through how to set up your bank accounts with MyCase Accounting and how to add a new bank account to your existing Accounting setup.

There are two ways to connect your bank account(s) in MyCase Accounting:

Connecting from the Home Dashboard

In order to connect your bank account(s) from the Accounting home dashboard, click on the Accounting tab at the top of your account. This will take you to the Accounting Dashboard by default. Look to the upper right-hand corner of this page, and select Connect in the section titled "Connect your Bank & Credit Card Accounts."

Once this is done, please follow the instructions in the section below labeled "Connecting your Bank Accounts in MyCase Accounting."

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Connecting from the Banking Tab

In order to connect your bank account(s) from the Banking subtab, mouse over the Account tab at the top of your MyCase account and select Banking from the drop-down menu. Next, select Manage Accounts in the upper right-hand corner of the page.

Once this is done, please follow the instructions in the section below labeled "Connecting your Bank Accounts in MyCase Accounting."

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Connecting your Bank Accounts in MyCase Accounting

After selecting "Connect" or "Manage Accounts," a window will pop up where you can manage your bank account connections. Select Connect New Account.

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After selecting to connect a new account, select Continue. You will need to search for the bank your account is with from the resulting list. Once found, select your bank and follow the prompts to enter your bank credentials to login to the account.

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Once you have successfully connected your bank account, all accounts associated with that institution will appear as an available account. If you bank with more than one institution, repeat the process highlighted above to connect your firm's other accounts.

After you've connected all of your accounts, you can link them to bank accounts that you have created in MyCase. To do this, navigate to the Accounts > Billing tab and select Manage Accounts in the upper right-hand corner of the page. Then, select the bank account you'd like to link out. The window will expand showing you the various accounts in the one bank account. You may then click the pencil icon in the first column of the window to edit what MyCase account the bank account is linked to.

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How to Download Recent Transactions After the Initial Connection

MyCase will automatically download the past 90 days worth of transactions from your bank account(s).

If there are updates to the bank accounts, they are not automatically synced to MyCase. You must force this sync. In order to do this, navigate to the Banking tab by selecting Accounting > Banking. Then, select the account you'd like to update. Look to the upper right-hand corner of the resulting page and select Update. This will prompt the system to download new transactions that haven't yet been brought into the system.

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