Bank connections

Complete bank authorization after returning from the bank

Resume an unfinished authorization from the saved connection prompt.

Updated 2026-11-11

Recover when authorization saved but account loading failed

Check the saved connection before repeating bank authorization.

Updated 2026-11-11

Complete book settings before importing bank activity

Resolve native accounting setup separately from bank authorization.

Updated 2026-11-11

Review bank activity when QuickBooks remains the accounting source

Keep bank visibility separate from the company’s accounting authority.

Updated 2026-11-11

Check accounting authority before importing alongside Xero

Understand why bank visibility does not automatically change a Xero company to Institution Books.

Updated 2026-11-11

Check why bank management controls are missing

Separate permission, access and setup reasons for unavailable connection actions.

Updated 2026-11-11

Recognize Sandbox sample data in a bank connection

Keep testing records separate from live account evidence.

Updated 2026-11-11

Check the transaction-state filter before reporting missing bank rows

Find activity that moved from review into another bank state.

Updated 2026-11-11

Check pending bank activity before accounting import

Use posted evidence when deciding what should enter the books.

Updated 2026-11-11

Read bank category evidence without treating it as approval

Use provider category details as one source of context for review.

Updated 2026-11-11