Bank setup refers to syncing available history. Confirm the actual earliest and latest activity that arrived before relying on the feed for a complete accounting period.
- After the connection finishes syncing, filter the account’s transactions to the period you need.
- Compare the first and last posted dates with the bank statements for that period. Check the opening and closing boundaries as well as the transaction count.
- Record any missing date range, then determine whether an additional supported statement or export import is needed.
A current Last synced time confirms recent connection activity; it does not prove that every historical month was available from the bank. Likewise, a connected status does not establish a verified opening balance for the books.
Add missing history carefully
Use a source export for the actual missing period and review duplicate decisions if it overlaps the feed. Preserve original dates, amounts and account identity. Avoid changing data merely to make it appear distinct from existing transactions.
When you contact support about missing history, include the selected company, bank account last digits, expected dates and the earliest activity you can currently see. That narrows the investigation to a coverage gap rather than a general connection issue.
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