Bank authorization can finish before any account is selected for sync. When the page says Bank connected. Select the accounts to sync below, open the connection and use Accounts to sync to choose the accounts you want.
Save an account selection
- Check the bank name, account names, last digits and currencies. A bank login can expose accounts you do not want in this company.
- Select the supported bank or card accounts that fit your current allowance. If the trial offers a single selection, choose the one account you want to use.
- Save with Save accounts and sync, or Save accounts and import when the accounting import option is enabled. Wait for the saved confirmation.
The selected count tells you how many accounts are included. A checkbox change by itself is not a saved selection. The confirmation also explains whether a sync has been queued.
If the save control is unavailable, check that at least one supported account is selected and that any required accounting account list has loaded. An unsupported account type or missing currency cannot be fixed by repeatedly selecting it. Use the displayed explanation or contact support with the account name and last digits.
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