Connecting your company's financial accounts is a crucial step to automating your bookkeeping. This guide explains how to add bank accounts, credit cards, and other credit lines to Dappr Accounting, either by securely linking to your financial institution or by adding them manually.
You can manage all your connected financial accounts from the Accounting section of the Dappr platform. After navigating to Accounting in the main menu, select the Bookkeeping tab. This will display the Bank and cash page, which lists all your existing accounts and provides the option to add new ones. Your primary Dappr Financial Account is added here automatically once it becomes active. All transactions from this account will sync without any setup required.
How to add an account
To begin, click the Add account button in the top-right corner of the Bank and cash page. A dialog will appear, presenting two options for adding your account: connecting automatically through Plaid or adding it manually.
Your choice determines how transaction data will be brought into Dappr for bookkeeping.
Connecting an account via Plaid
Dappr uses Plaid to securely connect to thousands of financial institutions. Linking an account via Plaid allows Dappr to automatically import your transaction history and sync new transactions daily. This is the most efficient way to keep your books up-to-date.
To connect an account using Plaid:
Select the Connect via Plaid option.
A Plaid window will open. Search for and select your financial institution from the list.
You will be prompted to enter the username and password you use for your online banking. Plaid encrypts this information and uses it to establish a secure, read-only connection.
Follow the on-screen prompts from your bank, which may include a multi-factor authentication step.
Once authenticated, Plaid will retrieve a list of your accounts. Select the specific account(s) you wish to add to Dappr Accounting.
After you confirm your selection, Dappr will display the account details for your review, including the account name, institution, and type. Dappr will also assign an account code automatically, which you can change if needed.
Click Save account to finalize the connection.
The newly added account will now appear on your Bank and cash page. Dappr will begin importing transactions. Note that for Plaid-linked accounts, you cannot upload statements or add transactions manually. If you later decide you want to enter transactions manually, you can detach the account by clicking the three-dot menu next to the account status and selecting "Detach from Plaid."
Adding an account manually
If your financial institution is not supported by Plaid, or if you prefer not to link your bank account directly, you can add it manually. With a manually added account, you are responsible for uploading bank or credit card statements in PDF or CSV format to import transactions.
To add an account manually:
Select the Add manually option.
Enter a descriptive Account name (e.g., "Chase Business Checking").
Choose the correct Account type from the options provided, such as Bank, Petty cash, or Credit card.
Dappr will automatically suggest a four-digit Account code, which helps organize your chart of accounts. You may keep this code or enter a different one.
Optionally, add a Description for your own records.
Click Save account.
The account will now be listed on your Bank and cash page. Each month, Dappr will create a task reminding you to upload the previous month's statement for this account.
Next steps
Once an account is added—either automatically or manually—Dappr will begin analyzing its transactions. On a monthly basis, Dappr will add a task to your to-do list, prompting you to review and categorize any transactions that the system could not classify automatically. If the account is added manually, you will also be prompted to upload the bank statement to ensure all transactions are added and ready for reconciliation.