A selected bank account can sync while still needing an accounting destination. The connection shows how many accounts are selected and how many are mapped to books. A difference between those counts identifies setup work to review.
- Open the connection and locate each selected account without a financial account mapping.
- Choose the existing accounting account that represents it, or create a new one when no appropriate account exists. Check currency before saving.
- Use Map bank account, then save the account and import settings. Wait for the saved confirmation before checking imported activity.
If Institution Books is not ready, the mapping controls may not be available yet. Follow Review book settings and complete the company’s setup instead of trying to solve readiness through repeated bank syncs.
Verify the result
The mapped count should reflect the mappings that actually saved. Open the account’s activity after sync and confirm that transactions are associated with the expected financial account.
If one account remains unmapped, record that specific account and any error from its mapping action. A connection can contain several accounts, so a successful mapping for one does not prove that every selected account is ready.
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