Step 15: Connection Status

Here, the wizard will begin to run a connection check to validate all details entered in the previous steps and that all permissions are correctly set-up.

If there are no issues, a large green checkmark will appear to confirm that the connection has been established. Click on Next Step to begin matching bank accounts.

If any permissions are missing, a red X will be displayed, as shown in the screenshot below, along with a clear explanation of the failure.