Step 15: Account Matching

match your erp accounts with the corresponding bank accounts by dragging an erp account from the left and dropping it onto the desired bank account after you have matched all accounts, hover over your desired default source account click the star icon this account will now appear as the default in the source account dropdown and can be changed at any time on the account matching screen once you've successfully matched your accounts, click next step note when installing the plugin in sandbox , the bank account ending in 1133 is used for testing purposes only this account is not linked to any of your live accounts with your bank when installing in production , the bank accounts listed will reflect your accounts set up for use with the plugin