Why mapping matters
Unmapped bank accounts can block the Bank Transactions table from loading the accounts you selected for review.
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Connections / Bank Connections
Map Accounts to Bank Accounts
Link each connected bank account to the correct ledger account so Bank Transactions can load and reconcile correctly.
Workflow
Setup workflow
Step 1
Open the Bank Accounts management page
Start from Bookkeeping or Connections and open the current Manage bank accounts workflow.
Step 2
Find the bank account that needs mapping
Locate the connected account whose Chart of Accounts field is still empty or incorrect.
Step 3
Select the correct ledger account
Use the Chart of Accounts control on the bank account row to choose the matching ledger account.
Step 4
Confirm the account now works in Bank Transactions
Return to Bookkeeping and verify the mapped bank account can be selected and reviewed in the transaction table.
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