---
title: Post-Onboarding Checklist (Intacct)
slug: hsbc/post-onboarding-checklist-intacct
description: Learn how to maximize the potential of a plugin with these additional steps. 
docTags: qsTTpmTCpLZnj3pL4Rz_Z
createdAt: 2023-03-23T20:32:01.000Z
---

You are almost ready to use the HSBC Integrator. There are a few additional steps that are required in order to use the product to its full potential. 

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**Grant the right permissions to users of the plugin.**

If you want to give permission access to users in your organization, follow [Step 12: Set Permissions for a Role](docId\:wOlh2HzCTui7u3NZH448J)**, **[Step 13: Assign Role to Web Service User](docId\:IyW4SPhu9aEvtz4l34r4l) and [Step 14: Assign Role to User](docId\:l6mHiheyHJ2a9g5OP4L7s). This will ensure everyone who needs access is set up properly. 
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**Connect all required bank accounts to Bank Feeds.**

If you would like to receive a daily push of bank transactions inside the reconciliation module of Sage Intacct, we recommend setting up Bank Feeds. Follow [Step 18: Bank Feeds Setup](docId\:OoXzMA_f7PaRZen1MKmE4), the setup process takes minutes and allows you to set up all your accounts at once. 
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**Validate that your bank account information is connected.**

Go to **HSBC Integrator** **->** **Balances & Transactions**

Check for updated values under the **Intraday Available Balance **column. 

- **Intraday Available Balance **will update at the 15th minute within an hour of completing installation.
- **Previous Day Available Balance** will update by 6:00am the following business day.

Select a bank account name or **View **to check that transactions have updated.

- Intraday **Bank Transactions** will import at the 15th minute within four hours of completing installation. 
- Previous Day and any 90 Day Historical **Bank Transactions **will update by 6:00am the following business day. 
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