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Adding a Non-Connected Bank Account in Puzzle

How to manually add a bank account to Puzzle that can't be connected via Plaid or direct integration, and keep balances up to date.

Written by Michael Herchen

Overview

If you have a bank account that isn't supported by one of Puzzle's native integrations, you can set it up manually and import transactions via CSV to maintain a complete financial picture.
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​Before You Begin: Onboarding Without a Connected Bank
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If you're in the onboarding flow and don't have a Plaid-connected bank account — or prefer to use a manual bank instead — you don't need to connect a bank to proceed.
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On Step 1 of the onboarding flow, select Accountant/Bookkeeper to bypass the bank connection requirement and access Puzzle. You can then follow the steps below to set up your manual account.
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Step 1: Create a Manual Bank Account

  1. Go to Integrations in the left side panel
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  2. Click Add Connection
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  3. Click the Manual accounts filter, then click Connect on Manual Bank & Credit Card
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  4. Enter the Institution name, Account type, Account name and Account number (last 4 digits). There is no opening balance field.
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  5. Click Continue, check the box to confirm the details are correct, then click Save. The account name, type and number can't be changed after you save.
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💡 The account name will appear across Puzzle in reports and transaction pages, so choose something easy to identify.
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Step 2: Import Bank Transactions via CSV

  1. Go to Accounting → Transactions → Bank & credit cards
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  2. Click the green + button on the right side of the page
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  3. In the Add transactions pop-up, choose Upload .csv file and select the manual account you just created under Post to account
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  4. Click Download template to get the CSV template (also available here — click Make a Copy)
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  5. Fill in your transactions — required fields are:

    • Date (must be mm/dd/yyyy)

    • Amount (no commas or dollar signs; use a negative number for money out)

    • Description
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  6. Delete the example/instruction rows from the template
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  7. Download the completed sheet as a CSV file
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  8. Upload the CSV into Puzzle and click Post transactions. We recommend up to 150 transactions per file.
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Step 3: Import Payroll Transactions (if applicable)

If your manual account is a payroll account:

  1. Navigate to the Payroll page
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  2. Select Create a Payroll Manually
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  3. Under payroll provider, select the manual account you created in Step 1
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  4. Complete the payroll entry as needed

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