Switch from manual to linked accounting imports
Connect supported bank imports while protecting earlier manually recorded activity.
On this page
Review the current records
Identify the manual account, date range and transactions already booked. Keep your statement references and check the bookkeeping start date.
Connect the actual bank
Use Manage accounts and the offered secure bank connection. Review which accounts and dates are imported, and check the connection state afterward.
Resolve overlap before booking
Compare the imported feed with earlier manual entries. Match or ignore overlapping activity through the offered controls and book only reviewed new events. Inspect the resulting reports.
Check the result
- The linked feed’s dates have been compared with earlier manual records before booking new activity.
FAQs
Can I delete all manual records after connecting?
Review their actual coverage and supporting history first. A new feed does not prove it includes every earlier transaction.
Does connecting a bank replace my payment destination?
No. An accounting connection imports financial activity. Collection routing remains a separate payment setting.