Step 5: Bank Authentication (QBO)

click connect to your bank , it will open a new window for you to log into bmo note if you have already installed the plugin and want to add new bank accounts afterwards, you will be required to authenticate the new accounts in order to receive balance and transactions for the new accounts in this case, after you log in to the bmo control center, navigate to the 3 vertical dots next to your erp and select bank authentication select reconnect to your bank log in to the bmo olbb portal and allow access to the new bank account as described in the following steps go to bmo olbb portal log into the bmo olbb portal with the credentials supplied by bmo select accounts once logged into the bmo portal, s elect the account information checkbox you will then be presented with bmo accounts check the box(es) next to the account numbers provided on the enrolment form then, press allow click next confirm accounts review your account selection for each api click complete the success confirmation window will be displayed click return to application