Bank activity can sync successfully before the company is ready to import it into Recorded books. The import review checks book setup and can ask you to complete Book settings and Account mappings first.
- Read the setup message in Import bank activity.
- Open Book settings and confirm the intended accounting setup for the company.
- Review Account mappings, then return to bank activity and reopen the import review.
Sync and accounting readiness are separate
Seeing transactions in the feed proves that source data is available. It does not establish that the source accounts are connected to the correct accounting accounts or that the company’s accounting configuration is complete.
Use the company’s existing accounting authority and workflow when completing setup. Do not change a connected bookkeeping system merely to enable one import action. If you are unsure which ledger should be authoritative, have the authorized accounting owner confirm that choice. After setup, check the company and source account again before importing. Any category preparation still follows the explicit review and application behavior described in the sheet. A successful setup check removes a prerequisite; it does not confirm the categories or business purpose of the selected transactions.
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