Update Your Banking Credentials in TrustBooks
Overview: This article will walk you through the steps on how to update your bank password if it has changed since you integrated with TrustBooks.
- On the Dashboard Page you will see a red alert prompting you that your Online Banking Credentials are expired. Click on the link where indicated "here."
- On the Manage Banking Credentials page select Reauthorize in Blue
- Work through the Plaid linking process with the Continue Button