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Statements and transaction imports

Use saved accounts when connected accounts cannot be loaded

Recognize the picker’s partial availability message.

Updated 2026-11-11

The import picker can report Connected bank accounts could not be loaded. Saved accounts are still available. This means the connected-bank lookup failed while existing saved financial accounts can still be selected.

  1. Check whether the correct saved account is already in the list. Compare its name, currency and last digits with your statement.
  2. If it is present and you can confirm its identity, select it for the import.
  3. If you need a connected account that is absent, use Refresh accounts and wait for the bank lookup to recover.

Do not create a manual duplicate solely because the connected list is temporarily unavailable. First check whether the connection already maps to a saved account.

When saved accounts also fail

Saved accounts could not be loaded is a separate message. Retry that read before concluding that the company has no accounts. Confirm your sign-in and selected company if the failure persists.

For support, say which list failed and whether you could still see the intended saved account. Include the exact message and the import format. This distinguishes a bank-status read problem from a missing source-account record or an account-selection permission issue.

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