This feature is available on all Goodshuffle Pro Plans.

Plaid is a third-party service that securely connects your bank account. In Goodshuffle Pro, Plaid is specifically used when you process a refund — it verifies your bank connection to help prevent overdraft issues when money is sent back to a client.

If you receive an error when trying to process a refund, it's likely because your bank connection via Plaid needs to be refreshed. Many banks—like TD Bank—require you to re-authenticate every 90 days for security reasons. This re-authentication is only required for refunds and withdrawals, not for receiving payments from clients.

Plaid vs. Stripe — what's the difference?

Plaid handles the bank verification used for refunds (to help prevent overdrafts). Stripe is what actually sends your payouts to your bank. These are separate systems, but you update your bank details for both through the same place in Goodshuffle Pro (see the steps below).

Why This Matters

Keeping your bank connection current helps:

Maintain the highest level of security
Prevent refund errors
Avoid potential overdraft issues

Who Can Reconnect?

Only the Account Owner can update or reconnect banking information.
Admins and Full Users do not have access to this feature.

How to Reconnect or Change Your Bank

Whether you're refreshing your Plaid connection for refunds or updating the bank account your Stripe payouts go to, you'll use the same steps:

Go to your “Company” tab.
Click “Bank Info” on the left side to jump to your current banking details.
Click “Change” next to your bank name.
This will launch a secure Plaid window for you to connect or reconnect your bank.

Once completed, you’ll be able to process refunds again immediately.

Payouts Aren’t Reaching My Bank

Your payouts are sent by Stripe, not Plaid. If money isn't reaching your bank account, an out-of-date or incorrect bank account on file is a common cause. To update the account your payouts go to, use the same Company → Bank Info → Change steps above.

If your bank details are correct and payouts still aren't arriving, please contact our support team using the blue chat bubble so we can look into the Stripe payout status with you.

What If the “Change” Button Is Blank or Plaid Won’t Open?

If you click “Change” and see blank fields, or the secure Plaid window doesn’t launch at all, your Plaid connection may be disabled on your account. This isn’t something you can fix on your own.

Please contact our support team (using the blue chat bubble) so we can re-enable Plaid for your account. Once it’s re-enabled, the “Change” button will launch Plaid normally and you can complete the steps above.