Bank connections

Choose the company before connecting a bank

Keep a new bank connection and its imported activity in the correct company.

Updated 2026-11-11

Finish setup when a bank is connected but no accounts are selected

Choose which discovered accounts should sync after bank authorization finishes.

Updated 2026-11-11

Use Include all supported accounts carefully

Select supported accounts together while checking company ownership and capacity.

Updated 2026-11-11

Save bank account selection changes

Confirm that checkbox changes reached the server before leaving the connection page.

Updated 2026-11-11

Check an unselected account when activity stops updating

Find out whether an account was excluded from the connection’s saved sync selection.

Updated 2026-11-11

Find a newly opened account under an existing bank connection

Refresh the discovered account list before starting a second connection.

Updated 2026-11-11

Choose between Refresh bank accounts and Sync now

Use the account discovery action or transaction sync action for the right problem.

Updated 2026-11-11

Identify similar bank accounts by their last digits

Avoid selecting or mapping the wrong account when names look alike.

Updated 2026-11-11

Handle Currency needs review on a bank account

Resolve an unknown account currency before selecting or mapping it.

Updated 2026-11-11

Understand an account marked Not supported

Check why an account is visible at the bank but unavailable for selection.

Updated 2026-11-11

Map a connected bank account to an existing financial account

Reuse the correct account in your books when connecting its bank feed.

Updated 2026-11-11

Create an accounting account during bank mapping

Use a new financial account when the connected bank account has no existing counterpart.

Updated 2026-11-11

Resolve an account that is selected but not mapped to books

Check the difference between the selected count and the mapped count.

Updated 2026-11-11

Retry an accounting account list that did not load

Recover the mapping list without creating unnecessary replacement accounts.

Updated 2026-11-11

Investigate a missing mapping destination with a different currency

Understand why an existing account may be excluded from bank mapping.

Updated 2026-11-11

Enable automatic import for selected bank accounts

Review what the automatic import checkbox authorizes before saving.

Updated 2026-11-11

Keep bank sync separate from automatic accounting import

Understand saved bank activity when automatic import is not enabled.

Updated 2026-11-11

Check how much bank history arrived

Compare imported coverage with your statements instead of assuming a complete archive.

Updated 2026-11-11

Check a connection whose first sync has not completed

Review account selection and queued work after a new connection.

Updated 2026-11-11

Understand Bank sync queued

Know what a queued sync confirms and when to check transaction results.

Updated 2026-11-11

Respond when bank sync is already running

Check the current operation before requesting another sync.

Updated 2026-11-11

Use Last synced to check connection freshness

Compare the connection’s completed sync time with the activity you expect.

Updated 2026-11-11

Reconnect a bank after its sign-in expires

Resume authorization when the connection says Bank sign-in expired.

Updated 2026-11-11

Investigate a bank connection marked Needs attention

Use the sync message to decide whether to reconnect or wait for recovery.

Updated 2026-11-11

Review the consequences before disconnecting a bank

Understand which activity may leave active views and which history remains protected.

Updated 2026-11-11

Finish a bank disconnect that remains pending

Check provider revocation after Institution has stopped syncing.

Updated 2026-11-11

Find preserved activity after a bank is disconnected

Distinguish protected accounting history from eligible import cleanup.

Updated 2026-11-11

Reduce bank account selection when sync is paused for capacity

Retain the accounts you need within the current allowance.

Updated 2026-11-11

Review saved bank activity while sync is paused

Understand the review and disconnection options that remain when current sync access is unavailable.

Updated 2026-11-11

Understand Live bank connections are awaiting provider setup

Recognize a provider availability message before retrying authorization.

Updated 2026-11-11