--- title: "Legacy Connecting Bank Accounts" slug: "legacy-connecting-bank-accounts" description: "Legacy steps to connect a financial institution to R365 and link bank accounts for automatic transaction retrieval." updated: 2025-10-18T02:18:24Z published: 2025-10-23T11:00:22Z canonical: "docs.restaurant365.com/legacy-connecting-bank-accounts" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Legacy Connecting Bank Accounts [Direct Bank Connections](/doc/docs/direct-bank-connections-overview) connect financial institutions to Restaurant365 to enable the retrieval of transactions in [Bank Activity](/doc/docs/bank-activity-overview). Once a [connection has been established](/doc/docs/direct-bank-connections-connecting-bank-accounts#connect-a-bank-account), R365 bank accounts can be [linked to connected accounts](/doc/docs/direct-bank-connections-connecting-bank-accounts#link-a-bank-account). This maps the financial institution account to the R365 bank account so transactions can be retrieved into the proper R365 account. > When using R365 Direct Bank Connections with Bank Accounts utilizing Multi-factor Authentication (MFA), it might be necessary to re-authenticate each time bank activity is retrieved. Learn more about [Bank Accounts with Multi-factor Authentication](/doc/docs/direct-bank-connections-bank-accounts-with-multi-factor-authentication). > Direct bank connections are not guaranteed and not all financial institutions are available for connection. --- ## Security The following permission is required to connect or link a bank account. - Banking → Bank Activity → Manage Bank Connections These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Connect a Bank Account > [!NOTE] > Bank connection steps may vary by financial institution. To connect a bank account, follow these steps: *Click steps to expand for additional information and images.* ****1)** Open the Bank Connections Management Wizard from the [Bank Account record](/doc/docs/bank-account-record), [Bank Activity](/doc/docs/bank-activity-page), or the Bank Accounts setup in the R365 Setup Assistant.** **From the Bank Account Record:** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0H1W2OXX.png) **From the Bank Activity Screen:** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WMZD1E1W.png) **From the Bank Accounts Step in R365 Setup Assistant:** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U34KYAJH.png) ****2)** Click **add bank**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VEUEENQD.png) ****3) Select or search** for the financial institution.** > Direct bank connections are not guaranteed and not all financial institutions are available for connection. > [!TIP] > **R365 Tip** > > When searching for a financial institution, try searching the URL from the financial institution’s login page. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RCDX69ZO.png) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FHZBAHLY.png) ****4) Review** the release of data, then click **continue.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TOTU0460.png) ****5) Enter the Login credentials** for the financial institution.** > Login requirements are specific to the financial institution and may differ from the examples provided. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4MM5RVKK.png) ****6) Review and confirm access.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JFNYIJZI.png) ****7)** Confirm the desired accounts are connected, then **close** the window**.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8ZM5973Q.png) Once a bank connection has been established, R365 bank accounts can be [linked to their desired accounts.](/doc/docs/direct-bank-connections-connecting-bank-accounts#link-a-bank-account) --- ## Link a Bank Account > A bank connection must be established before a bank account can be linked. To link a bank account, follow these steps: *Click steps to expand for additional information and images.* ****1)** Open the Bank Connections Management Wizard from the [Bank Account record](/doc/docs/bank-account-record), [Bank Activity](/doc/docs/bank-activity-page), or the Bank Accounts setup in the R365 Setup Assistant.** **From the Bank Account Record:** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0H1W2OXX.png) **From the Bank Activity Screen:** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WMZD1E1W.png) **From the Bank Accounts Step in R365 Setup Assistant:** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U34KYAJH.png) ****2) Expand** the bank section for the financial institution.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IUG2HDTS.png) ****3)** Click **link** next to the account to be linked.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1R5P9U2X.png) ****4)** Click the **R365 bank account to link** to the financial institution account.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WBI33JZ5.png) ****5)** Click the **x** to close the window or repeat steps #3 and #4 to link another bank account.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PHMZJI7E.png) The linked accounts can now be used on the [Bank Activity page](/doc/docs/bank-activity-page) for transaction retrieval.