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

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.

Why mapping matters

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

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