A live bank connection can display balances and activity while Institution Books still needs configuration. The bank panel links to Review book settings when native accounting import is not ready.
- Open Review book settings for the selected company. Check its accounting source and the required setup information.
- Complete the appropriate setup using supported dates, reporting time zone and accounting method. If existing accounting history is present, follow the prospective setup process offered for that company.
- Return to the bank connection, refresh its status, then select and map the accounts for import.
A company owner or administrator may need to complete this setup. The bank connection permission alone does not necessarily allow you to change the accounting source.
Read the activation result
When Activate Institution Books is offered, use it only after checking the configured setup. If activation succeeds but chart preparation fails, the message says that Books is active and the chart still needs preparation. Resolve the remaining chart step instead of restarting bank authorization.
Opening balances and historical coverage need their own evidence. Activating a source and importing bank rows do not establish that every earlier period is complete or that a balance has been reconciled.
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