A Sandbox sample data badge identifies a test bank connection. Treat the records as testing material rather than evidence of the company’s real cash or card activity.
The bank environment selector is available only in the relevant authorized setup. A live connection has its own availability and accounting-access checks. Switching a testing environment does not establish production provider access.
Check before using results
- Read the connection badge before interpreting its account names, balances or transactions.
- Compare any record you intend to use in real accounting with an original live bank statement.
- Use the live connection or an authorized real statement import for production records, following the company’s current book setup.
Automatic native import controls depend on a live production connection and configured Institution Books. A successful test-bank interaction therefore does not prove that a real bank account has been connected or that its financial history is present.
If a screenshot or support case includes sample data, label it as a sandbox example. Explain the behavior being tested, such as account selection or an error state. This prevents someone investigating the issue from mistaking fictional balances or transactions for the company’s actual records.
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