Preparing the connected account means the statement account picker is creating or confirming the saved financial-account mapping. Wait for that step before choosing Extract transactions.
- Keep the selected company and statement open while the account is prepared.
- Read the resulting picker state and confirm that the intended account is selected.
- Start extraction only after the preparation completes and the control becomes available.
The extraction button is disabled while account preparation is busy. This prevents the document job from starting with an uncertain source-account selection.
If confirmation fails
Use Refresh accounts and inspect the current saved account list. The mapping may have completed even if the follow-up read could not confirm it. Avoid creating another manual account before checking both the saved account identity and its connected bank source.
If the wrong account was selected, correct the choice before starting extraction. Compare currency and last digits, especially when the bank exposes several similarly named accounts. For support, include the statement filename, company, selected account and exact preparation message rather than a full bank account number or bank authorization link.
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