Manage or troubleshoot an accounting bank connection
Read the existing connection state and recover imports without duplicating records.
On this page
Inspect the account
Open Accounting > Transactions > Manage accounts and review the intended account’s name, connection state and recorded activity.
Recover the connection
Use refresh or secure reconnect when offered and complete the provider’s requested step. Return to Import feed and check the actual account and date range.
Review before unlinking
Read the confirmation if you need to unlink. Preserve imported and booked history and check for duplicates before importing missing dates from a statement.
Check the result
- The existing connection state and available import dates have been checked without duplicating earlier records.
FAQs
Does a failed connection remove booked entries?
Inspect the saved records. A connection problem concerns future or refreshed imports and is not proof earlier bookkeeping was deleted.
Should I link the same bank again?
Check and recover the existing account first. A second connection can create overlapping imports that need review.