Map accounts to bank accounts

Map connected bank accounts to ledger accounts when Bank Transactions cannot proceed without account mapping, resulting in accounts that load correctly for review and reconciliation.

Workflow

Step 1

Open Chart of Accounts

This opens the relevant page or panel so each connected bank account maps to the correct Chart of Accounts account.

Screenshot showing Click Chart of Accounts

Step 2

Review the chart of accounts sync status

Truewind automatically sync the list of Chart of Accounts to Truewind. If you have made any changes like deleting/adding an account or it's the new onboarded account, Truewind takes some time to sync Chart of Accounts here. Alternatively, you can manually pull out the list by clicking on SYNC FROM LEDGER to update Chart of Accounts.

Step 3

Open Chart of Accounts

This opens the relevant page or panel so each connected bank account maps to the correct Chart of Accounts account.

Step 4

Open Bank Transactions

This opens the relevant page or panel so each connected bank account maps to the correct Chart of Accounts account.

Screenshot showing Click Bank Transactions

Step 5

Show bank accounts

Reveal the list or controls you need before making the next selection so each connected bank account maps to the correct Chart of Accounts account.

Screenshot showing Click Toggle bank accounts visibility

Step 6

Find the bank account

Complete this action so each connected bank account maps to the correct Chart of Accounts account.

Screenshot showing Scroll down the bank list and find the bank or use the search bar on the top right

Step 7

Open account mapping

This opens the relevant page or panel so each connected bank account maps to the correct Chart of Accounts account.

Step 8

Enter "checking"

Type "checking".

Step 9

Choose the bank account

Pick the option that matches the client setup; that choice controls what happens next so each connected bank account maps to the correct Chart of Accounts account.

Screenshot showing Click Chase Checking Testing

Why mapping matters

Unmapped bank accounts can block the Bank Transactions table from loading the accounts you selected for review.

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