Create a new accounting account is the mapping choice for a connected bank account that does not already have a corresponding financial account in the company. Check the existing list before using it.
Prepare the destination
- Confirm that the connected account belongs to the selected company. Compare its name, partial identifier and currency with the statement.
- Review the available accounting accounts for an existing match. If none represents this real account, keep Create a new accounting account selected.
- Choose Map bank account and wait for the result. Then check that the account is included in the mapped count.
Mapping establishes where imported transactions belong. It does not establish a supported opening balance or prove that the entire historical period has been imported. Keep the bank statement and any opening evidence available for the separate book setup and reconciliation work.
If you are uncertain whether an existing account is the same account under an older name, investigate before creating another one. Compare its last digits, currency and recorded activity.
After a lost response, refresh the account list and connection before trying again. The account may already have been created even if the confirmation did not reach your browser.
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