> ## Documentation Index > Fetch the complete documentation index at: https://docs.equated.co/llms.txt > Use this file to discover all available pages before exploring further. # Connect your accounts > Connect your bank and platforms so everything flows into your books automatically. Connect once and everything flows in continuously. Your books and your AI have the full picture. Transactions and documents arrive automatically, not just at tax time. ## Bank feeds Banking connectors stream transactions in continuously so your books stay current. * **Plaid** * **Quiltt** The bank feed shows cash movement. The ledger shows the full accounting picture. ## Platforms Connect tools that create your financial activity: * **QuickBooks** - migrate your chart of accounts, opening balances, and the paperwork on file, and pull payroll runs. Your past bookkeeping comes over too: your bookkeeper reads how you categorized a merchant in QuickBooks before it files that merchant here, so your first weeks read like your own books rather than a guess * **Mercury** - issued invoices and transaction receipts flow into your document inbox * **Gmail** - receipts, bills, and invoices pulled from a connected inbox * **Humi** - payroll runs land as ready-to-post entries * **Payworks** - each pay run's official breakdown (wages, remittances, fees) lands as a ready-to-post entry * **Shopify** - your Shopify balance becomes a connected account, for both store orders and Shopify Partner earnings * **Square** - your Square balance becomes a connected account, with every payment, refund, and processing fee recorded and confirmed as it happens * **Etsy** - your Etsy balance becomes a connected account, with every sale, fee, refund, and payout recorded and confirmed as it happens * **Stripe** - your Stripe balance becomes a connected account, one per currency, with every charge, fee, refund, dispute, and payout recorded and confirmed as it happens * **PaintScout** - your estimates and invoices are read as evidence when a customer pays, so each deposit is split between the job and its sales tax. Nothing is copied into your books. ## Connected balances Some platforms hold your money before they pay it out. Square, Etsy, Stripe, and Shopify all do: a sale lands in their balance first, and they send the money to your bank a day or two later. They connect the way a bank does. The balance sits with your accounts, and its activity shows up in Transactions with everything else, filtered to that account. Sales tax, tips, and processing fees are already split out on each entry, so nothing waits on you to confirm it. Stripe keeps a separate balance for each currency it settles in, so you get one connected account per currency rather than one for the whole business. They differ in how the payout is settled, because Square, Etsy, and Stripe tell us about their payouts and Shopify does not. When Square, Etsy, or Stripe pays out, the payout is matched to the deposit in your bank automatically and both are confirmed. The two cancel out, which is what you want: the sale was already counted when the customer paid. If a payout has not reached your bank yet, it shows as money in transit until the deposit arrives. A Stripe instant payout is the exception: Stripe takes its fee out of the same movement, so the deposit is smaller than the payout and the two are matched by hand. Etsy and Stripe also report the balance they are holding, so your accounts list shows their own figure next to the one your books worked out. When they agree, nothing has been missed. Shopify sends the money without telling us, so its deposit is yours to file: categorize it to the Shopify balance, the same way you would file any other transaction. That draws the balance down by what Shopify actually paid. ## Disconnecting Disconnecting stops the sync and clears the connection. By default nothing already on your books changes, and reconnecting later picks up where the sync left off. Connections that record on their own, like Square, Etsy, and Stripe, also offer to take everything they recorded back off your books in the same step. It removes the entries and the transactions behind them outright, rather than leaving a cancelled copy of each one in your general ledger, so your books read as if the connection had never been there. The accounts it created stay in your chart, because any deposits you categorized against them still point there. If a reconciliation you have already completed covers any of those entries, the erase is refused until you reopen it. ## Where the history starts Every connection starts pulling at your books start date. Records dated before your cutover stay out: whatever they add up to already came across as your opening balances, so pulling them again would count the same money twice. Bank feeds are the one exception. They pull as much history as your bank provides (usually up to two years), so your opening balances can be checked against real activity and your cutover date can move without leaving gaps. Anything dated before your books start stays outside your books. If a bank feed connected through Plaid starts later than that, open it under **Settings → Connections** and choose **Reconnect**. Signing in again fills in the older transactions without repeating any you already have. This isn't available for Chase, PNC, Navy Federal or Charles Schwab, which end the existing connection when they're linked a second time. More connectors are added regularly. Don't see yours? [Get in touch](mailto:hello@equated.co).