Map a connected bank account to the existing financial account when both represent the same real account. This keeps new feed activity associated with the account whose statements and history you already maintain.
- Find the selected bank account that still needs a mapping. Under Accounting account for that account, open the destination list.
- Compare the existing account’s name and currency with the bank statement. Select the matching account, then choose Map bank account.
- Wait for the mapping result and review the selected and mapped counts before enabling or resuming automatic import.
The destination list filters existing accounts by currency. If the account you expected is absent, check the company, whether the account is active, and its currency. Do not select a different destination to get past the missing option.
When a choice cannot be confirmed
Use Retry account list if accounting accounts could not be loaded. A missing list is a loading problem, not evidence that the company has no financial accounts.
If you already imported a statement into an existing financial account, use that history to identify the destination. Creating another account for the same bank account can divide the period’s activity and complicate duplicate checks and reconciliation.
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