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ZenBusiness

Link ZenBusiness Banking to Money Pro — Search ZenBusiness Banking, Not Thread

If you use ZenBusiness Banking and cannot find or connect the account in Money Pro, search for ZenBusiness Banking during bank linking, not Thread. Although Thread supports the banking product behind the scenes, the connection flow customers use in Money Pro may appear under ZenBusiness Banking.


Why Thread May Not Work in the Search

Some customers recognize the banking provider name Thread and try to connect Money Pro by searching for Thread. If that search does not connect correctly, use ZenBusiness Banking instead.

This matters because the bank-linking experience depends on the institution name shown in the connection provider. Searching the wrong name can make it look like the account is unavailable even when the supported connection exists under a different label.

Use this troubleshooting path when:

  • You use ZenBusiness Banking.
  • You searched for Thread and could not connect.
  • Your ZenBusiness Banking transactions are missing from Money Pro.
  • The login flow does not recognize the account.
  • Money Pro asks for bank authentication and you are unsure which institution to choose.

Connect ZenBusiness Banking to Money Pro

  1. Open Money Pro.
  2. Go to bank or connected-account settings.
  3. Choose the option to link a new account.
  4. Search for ZenBusiness Banking.
  5. Select ZenBusiness Banking from the institution list.
  6. Authenticate using the credentials or phone-number flow shown in the connection window.
  7. Select the account to connect.
  8. Confirm the account type is business-only if it belongs fully to the business.
  9. Save and wait for posted transactions to sync.

Transactions may not appear instantly. Pending bank activity usually must post before it syncs into Money Pro.


If Transactions Still Do Not Appear

After the account connects, Money Pro may need time to pull posted transactions. If the account is linked but no transactions show, check these items:

  1. Confirm the transactions have posted at the bank and are not pending.
  2. Wait 3–5 business days after posting.
  3. Check the account's start date in Money Pro.
  4. Make sure the start date is not later than the missing transactions.
  5. Refresh or reconnect the bank connection if Money Pro shows an error.
  6. Confirm you connected the correct account.
  7. Contact support if posted transactions are still missing after the normal sync window.

If you changed the start date, remember that moving it later can hide older transactions without deleting them.


Frequently Asked Questions

Should I search for Thread or ZenBusiness Banking?

Search for ZenBusiness Banking. Thread may support the banking product behind the scenes, but customers connecting through Money Pro should look for ZenBusiness Banking in the bank-linking flow.

What if I already tried Thread and it failed?

Start the bank-linking flow again and search for ZenBusiness Banking instead. If the account connects, select the correct account and wait for posted transactions to sync.

What login information should I use?

Use the authentication method shown in the connection window. Some ZenBusiness Banking connection flows may authenticate by phone number or another account verification method. Follow the prompts in the secure bank-linking window.

Why are no transactions showing after I linked the account?

Transactions may still be pending, the account start date may be too recent, or the sync may still be processing. Wait 3–5 business days after transactions post, then check start date settings and reconnect if there is a bank connection error.

Can I connect other bank accounts too?

Yes. You can connect multiple accounts that belong to the same business. Do not connect accounts from separate businesses into the same Money Pro account unless your accountant confirms they should be tracked together.


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