TurboTenant Accounting Bank Connections
TurboTenant Accounting offers the ability to securely connect to many banks and financial institutions through our integrated data providers, Plaid and Yodlee.
Linked bank accounts automatically import transactions once they post to your bank account with a read-only status. This reduces manual data entry and helps ensure all rental-related transactions are recorded. Recently settled transactions are imported daily, usually overnight.
💡 You can only connect and reconnect your bank accounts using Yodlee by navigating to the TurboTenant Accounting powered by REI Hub website.
Managing Bank Accounts in TurboTenant Accounting
TurboTenant Accounting now includes a Manage Account feature that allows you to view and manage your linked and manually added bank accounts directly within the TurboTenant Accounting interface.
From the Manage Account button, you can:
View the connection state of each bank account
Refresh bank connections
Edit Accounts
Unlink bank connections
Archive and unarchive accounts
Merge duplicate accounts
Delete accounts
This makes it easier to troubleshoot connection issues and manage your accounts without leaving TurboTenant Accounting.
How Bank Account Connections Work
Bank accounts linked through Plaid or Yodlee automatically receive imported transactions once they post at your bank.
However, connections can sometimes be interrupted. This may occur due to:
Bank security requirements that force re-authentication
Updates to your bank’s systems
Temporary issues between the bank and the data provider
When an issue is detected, TurboTenant Accounting will display the connection state and available actions in Manage Account.
Refreshing a Bank Connection
Plaid-Connected Accounts
If your account is connected through Plaid, you can refresh the connection directly within TurboTenant Accounting.
Navigate to the Transaction or Insights page
Select Manage Account
Click Refresh Connection
Re-enter your bank credentials if prompted
If successful, the connection will refresh and recent transactions will be imported. This process may take up to 24 hours to fully complete.
Yodlee-Connected Accounts
If your account is connected through Yodlee, refreshing the connection will redirect you to the TurboTenant Accounting Powered by REI Hub website to complete the reconnection process.
Once reconnection is completed, return to TurboTenant and transaction imports should resume.
When a Refresh Is Not Needed
If the Last Verified Date is within the last two days, the connection is considered active and does not need to be refreshed.
If the Last Verified Date is three or more days old and no refresh option is available, this usually means the connection is still valid but transaction data has been delayed by the bank or data provider. In many cases, data flow will resume automatically without user action.
Plaid Link Disconnected
If you see a “Plaid link disconnected” message, the connection is unrecoverable and cannot be refreshed.
To resolve this, you will need to Re-add the bank account as a new linked account
Click Add Account
Select NO to adding accounts via an existing connection:
💡When the link is unrecoverable, we want to establish a new healthy connection
Choose Automatically Import and search for your banking institution
Securely enter your banking credentials and follow the prompts
Select all accounts you want to import
You will now need to merge the duplicate accounts
Merging Duplicate Bank Accounts
Merging accounts is useful when:
A bank account was re-linked
A connection became disconnected and was re-added
Duplicate versions of the same bank account exist
How to Merge Accounts
Go to Banking
Select Manage Account on the older or inactive account
Click Merge
Select the newer or active version of the account
Choose whether to transfer unbooked imported transactions
Confirm the merge
After merging, all transactions will be consolidated into a single account.
🚨 If, when merging accounts, you receive this error, please STOP and reach out to TurboTenant Support! Click here to reach the TurboTenant Support team.
Unlinking a Bank Account
Unlinking a bank account removes the live bank feed but keeps all existing transactions.
To unlink an account:
Navigate to the Transaction or Insights page
Select Manage Account
Click the ellipses on the right of the bank tile to open the menu options
Select Unlink
After unlinking:
No new transactions will be imported
Existing transactions remain in TurboTenant Accounting
The account becomes a manual account
Editing a Bank Account
Editing a bank account allows you to update the following details:
Bank name
Account nickname
Visible last four digits of the account number
Accounting type
Portfolio
Property scope for transactions
To edit an account:
Navigate to the Transaction or Insights page
Select Manage Account
Click the ellipses on the right of the bank tile to open the menu options
Select Edit
Archiving and Unarchiving Bank Accounts
Archiving an Account
Archiving hides the account from active views without deleting any data.
Archived accounts:
Retain all transactions and history
Can be restored later if needed
Unarchiving an Account
Unarchiving restores the account to active status and makes it visible again in the Banking page.
Deleting a Bank Account
Deleting a bank account permanently removes the account and its transactions.
⚠️ This action cannot be undone.
Only delete an account if it was added in error and no data needs to be retained.