Bank authorization, syncing and accounting import are separate parts of setup. You can see saved bank balances and activity while the company still needs Institution Books configuration or account mapping before native accounting import.
Read the connection’s Accounting import status and Bank feed setup explanation. It identifies whether the current account selection is ready for automatic import. The selected and mapped counts give additional context.
Decide what to do next
- If your goal is to inspect bank activity, review the saved transactions and account information first.
- If your goal is to import into Institution Books, follow Review book settings and complete the appropriate company setup.
- Once the native books are ready, check mappings, enable the automatic import option if desired, and save the selection.
A successful sync does not change which accounting system is authoritative for the company. Existing QuickBooks or Xero books retain their authority until the supported source-change process has been completed.
If the connection shows current bank activity but a report does not include it, trace whether the transaction was imported, reviewed and posted. Reconnecting the bank is unlikely to resolve a later accounting step that has not yet been completed.
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