After you have set up your custom bank account, you need to connect it to the account of the bank you had chosen. This step is necessary prior to importing bank statements and reconciliation.

Complete the following steps to connect the bank account to your bank account.

On the Bank Accounts page, click for the bank account you had added and then, from the inline menu, click Connect to my Bank.

Ensure you have the rights to connect to the bank. If you do not, on the left panel, click Staff and from the Staff page, open the required staff settings and