Reconciliation uses accounts recorded in Books. A connected bank account can appear in Accounts before it is available for reconciliation, so a successful bank connection does not guarantee an immediate entry in the reconciliation account picker.
- Confirm that the intended company is selected.
- Use View accounts from the empty reconciliation state.
- Inspect the account’s recorded identity and accounting setup, then return to Reconciliation after the appropriate setup is complete.
Do not create a duplicate account first
The missing entry may reflect the difference between a connected source and its recorded accounting account. Review the existing mapping and account before adding another account with the same name.
Use the bank name, currency, account type, and last digits to identify the correct source. Once the account is available in Books, reconciliation still needs the relevant statement period and evidence. A bank feed balance alone does not create a completed statement window. If the recorded account exists but is unavailable in the selected company, check company scope and access. A useful resolution preserves the relationship between the connected source, the recorded account, and the statement being reconciled.
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