Select the legal company that owns the bank account before choosing Connect bank account. Institution records the connection for that company, so checking the company name now prevents an account from being imported into the wrong books.
Check the owner of the account
- Read the company name beside the bank connection description. Compare it with the account holder on a recent bank statement.
- If you manage several companies, change the selected company before opening bank authorization. Finish or cancel any authorization already in progress first.
- Connect the bank, then review each discovered account by its name and last digits. Include only the accounts that belong in this company.
A familiar bank name is not enough to identify an account. Two companies can use the same institution, and one bank login can show several accounts. The selection you make controls which supported accounts enter this connection.
If you notice the wrong company after connecting, stop before importing or posting. Record which account and company were selected and ask support to check the connection. Disconnecting may remove eligible unreviewed imports from active views, while reviewed and posted history remains protected.
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