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ChMeetings lets you sync your bank accounts to import transactions into your accounting. This feature is enabled by Stripe and the data passing through it is encrypted. Please see Stripe’s Terms and Privacy Policy for details.

Supported Locations And Banks

This feature is only available for US-based churches and works with 5000 financial institutions, covering about 97% of US bank accounts, as per Stripe’s specifications.

Limitations

The Number Of Accounts: Each bank account our churches add to the Accounting module requires additional costs; which is why, for now, you can add your first three accounts for free. Accounts that you un-sync or delete still count towards the three, due to the initial syncing costs. Any additional account costs an extra $2 (one-time fee). Please contact our support to request additional accounts.
Manual Sync: The syncing of transactions is manual. While this may be a limitation by not being automatic, it also allows you to choose what to import or not; thus preventing potential accounting errors.

Add A Bank Account

To add a new bank account, go to ChMeetings > Accounting > Accounts > Bank Accounts.

Next, click the Plus (⊕) button at the top, then select Add Bank Account.

You must first read and agree to Stripe’s Terms and Privacy Policy to continue.

Now, select your bank from the list. If you do not see it listed, please use the Search box to find it.

Next, you must log into your bank account. Click Continue to proceed.

You will be directed to your bank’s login screen, where you must enter your credentials and go through all security protocols required for login.

Connect To A ChMeetings Account

Once you have logged into your bank account, you must connect it to the corresponding ChMeetings Account, which you only use for accounting purposes. This way, transactions from the respective bank account will be added to your accounting under the correct Account, Category, and Fund.

For example, you may connect your Checking and Liabilities Bank Accounts to your ChMeetings Checking and Liabilities Accounts. Your goal is that each Bank Account you add has a corresponding ChMeetings Account connected to it.

To proceed, make sure that you are on your Bank Accounts screen. Then identify your bank account, click the Options button, and select Connect With Account.

Next, choose the ChMeetings Accounting Account that you want to connect to this Bank Account. Click Connect when ready,

Import Transactions From Your Bank

Once your accounts are connected, you can sync transactions from the following location:

Accounting > Accounts > ChMeetings Accounts > Import Transactions > Import From Bank.

You will be asked to select The Sync Start Date when importing for the first time. This tells ChMeetings after which date it should pull transactions and add them to your Accounting Account. Select the desired date, then click Load Transactions.

For subsequent syncs, you can choose to either sync from a specific date or from the date of the last sync. The last sync date is specified within the Select Date window after your first sync.

After loading transactions, you will see an Import screen that lets you check or uncheck transactions, as per your needs. We strongly recommend reviewing each transaction to make sure that it is not duplicating another and that it does not contain any inaccurate information.

Once you have selected the required transactions and finalized the syncing process, all transactions will be displayed within the Transactions list of the corresponding ChMeetings account.

Disconnect An Account

Disconnecting an account means that it will no longer be connected to a ChMeetings Account, so you will not be able to run transaction imports between them. All previously imported transactions remain unchanged after disconnecting the account.

You can disconnect an account by following these steps:

Go to the Bank Accounts screen,
Identify the account you want to disconnect,
Click the Options ( ⠇) button next to it,
Select Disconnect

You can reconnect the account after disconnection.

Delete An Account

Deleting an account means that it will neither be connected to a ChMeetings Account nor be listed under your Bank Accounts screen. All previously imported transactions remain unchanged after deleting the account.

You can delete an account by following these steps:

Go to the Bank Accounts screen,
Identify the account you want to disconnect,
Click the Options ( ⠇) button next to it,
Select Delete.

You must confirm your choice. Please keep in mind that deleted Bank Accounts cannot be restored. You must go through the entire process again to add and reconnect it.