> ## Documentation Index
> Fetch the complete documentation index at: https://getlemma.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Plaid

> Lemma integrates with Plaid to connect external accounts and export your Lemma transactions into other banking apps.

Lemma integrates with Plaid in two directions: connect external bank accounts into Lemma so their transactions sync, and connect Lemma to other banking apps so your Lemma transactions flow out to the tools you already use.

![Lemma's Plaid Integration](https://lemma-public-assets.s3.us-east-2.amazonaws.com/assets/apps/api-docs/plaid-integration.png)

## Connect an external account to Lemma

Link an outside bank account through Plaid so Lemma can sync its transactions.

<Steps>
  <Step title="Start the connection">
    On the [Integrations
    settings](https://app.getlemma.com/_/settings/integrations) page, select
    **Connect Plaid**.
  </Step>

  <Step title="Complete Plaid Link">
    Sign in to your bank through Plaid Link and choose the accounts to connect.
  </Step>

  <Step title="Review connected accounts">
    The Plaid detail page lists every connected external account. Remove an
    account from that page at any time.
  </Step>
</Steps>

<Badge color="red">Owners only</Badge> Only owners can share your entity's
accounts with third-party apps through Plaid.

## Export Lemma transactions into another banking app

Many personal-finance and business banking apps, such as budgeting tools and accounting apps, let you add a bank through Plaid. Because Lemma is a Plaid-connectable institution, you can add your Lemma accounts to those apps the same way you would add any bank.

<Steps>
  <Step title="Open the other app's add-account flow">
    In the app you want your Lemma transactions to appear in, choose to link a
    bank account through Plaid.
  </Step>

  <Step title="Search for Lemma">
    Search for **Lemma** in the Plaid institution list and select it.
  </Step>

  <Step title="Sign in with your Lemma credentials">
    Authenticate with your Lemma login. Choose which Lemma accounts to share.
  </Step>

  <Step title="Confirm the transactions sync">
    The other app now reads your Lemma account balances and transactions through
    Plaid, keeping them in sync automatically.
  </Step>
</Steps>

<Note>
  If you would rather move data manually, the [Export
  transactions](/docs/guides/export-transactions) guide covers CSV and QuickBooks
  `.qbo` exports.
</Note>
