Imports belong to one legal company and one financial account. If the page asks you to Choose a company, select the company in the sidebar before starting a file or pasted-row import.
- Read the account holder on the source statement or export and match it to the selected company.
- Choose the financial account that represents that source account. Compare the name, currency and partial identifier.
- Read the source and verify the account shown at the top of the mapping or review step before importing.
A file containing activity for several companies should be separated into supported source files. Do not use a shared company merely to collect unrelated movements in one import.
If you notice a wrong selection
Go back before committing the import. If rows have already been added, inspect the saved batch and its rollback options. Some rows may need correction in Transactions because reviewed, matched or otherwise protected work can remain.
When handing an import to another team member, include the company, financial account, period and filename. Those details are more reliable than a filename alone, especially when different companies use the same bank or export naming convention.
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