Live bank connections are awaiting provider setup means the environment is not currently enabled for that connection workflow. A disabled Connect bank account control in this state is not a problem with your bank password.
- Confirm that you are viewing the intended company and the live bank environment.
- Read the provider-setup notice and any separate accounting access message. Both can affect whether a connection may start.
- Contact support with the company and the exact notice if you need live feed availability clarified.
Do not switch to sandbox sample data to represent real activity. Sandbox connections are for permitted testing and do not establish a live bank feed or production accounting import.
Prepare records while you wait
Keep the bank statements and exports for the required period. If the company’s current import permissions allow it, the supported statement or transaction export workflow can provide a separate way to prepare activity for review.
Before later enabling the feed, compare its available history with anything imported manually. Retain source dates and identifiers so duplicate review can identify overlaps. Provider setup and historical accounting completeness remain separate checks, even after the live connection button becomes available.
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