DentBooks Settings top-level menu with Integration row

STEP 1

Open Settings

From the bottom tab bar tap Settings. You'll see the top-level menu: Account, Practice Info, Billing, Integration, and so on. Tap Integration.

Settings → Integration sub-page with Bank Connections showing None connected

STEP 2

Tap Bank Connections

The Integration sub-page shows three rows: Bank Connections (currently None connected), Practice Management, and Export. Tap Bank Connections.

Bank Connections bottom sheet with Connect bank button

STEP 3

Tap Connect bank

A bottom sheet slides up reading No banks connected yet. Tap the green Connect bank → button. Plaid Link opens in a secure window.

Plaid intro screen asking for an optional phone number

STEP 4

Skip the phone number

Plaid asks for your phone number on the first screen. It's optional — used only to speed up Plaid sign-in next time across other apps.

Tip Tap Continue without phone number at the bottom of the screen. Plaid uses the phone for faster sign-in next time, but it's optional and adds friction now.

Plaid Select your institution screen with Chase, Wells Fargo, Bank of America, and others

STEP 5

Pick your institution

A grid of common US banks shows up — Chase, Wells Fargo, Bank of America, Capital One, Citi, US Bank, and more. Use the Search bar at the top if your bank isn't on the first screen, then tap your bank's tile.

Plaid Chase pre-login screen showing the share-accounts checkbox

STEP 6

Check the share boxes

Before logging in, Plaid surfaces the consent box your bank requires — typically Share all accounts to see all your financial info with DentBooks. Tick it, then tap Continue to login.

Chase secure login window with username and password fields

STEP 7

Sign in at your bank

Your bank's own secure login window opens. Enter your username and password, then Sign in. If your bank prompts a two-factor code, complete it as usual. Plaid never sees or stores your password — DentBooks doesn't either.

Plaid account selection screen with seven Chase accounts

STEP 8

Choose your accounts

Plaid lists every account at your bank. Tick the checkbox next to each account you want DentBooks to track, then tap Next. On success, DentBooks starts pulling your transaction history automatically.

Tip Check only the accounts you actually want DentBooks to track — the practice operating checking, the practice credit card, etc. Skip personal accounts. You can always reconnect later to add more.