Account settings beside the reconciliation account picker checks the account’s current source identity and access. A writable manual account can open its account form, while a connected source can lead to its connection controls.
- Select the intended reconciliation account.
- Open Account settings and wait for the current access check.
- Use the form or connection sheet offered for that verified source.
Different source types have different controls
A bank-connected account is not edited in exactly the same way as a manually recorded source account. Follow the displayed source workflow rather than assuming every field should be directly editable from Reconciliation.
If the account identity cannot be verified, retry the current check before changing anything. If access does not allow editing, use an authorized company reviewer. Do not change account identity or opening information solely to eliminate a reconciliation difference. First compare the statement period, balances, and activity to identify the cause. After a legitimate account change, refresh the reconciliation view and recheck its current evidence. Account settings supports correct source setup; it does not automatically match activity, attest a statement, or complete the selected reconciliation window.
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