---
title: Step 16: Account Matching
slug: sagebankfeeds/step-16-account-matching
description: "Discover the missing piece to unlocking valuable insights! Explore our comprehensive document that delves into unknown territory, offering crucial information and strategies to fill the content void. Obtain the tools you need to optimize your understandi
docTags: 
createdAt: 2023-10-12T21:01:40.138Z
---

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**.

:::hint{type="info"}
**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.
:::

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/d7Yl7FhnNYhI6lHmPbIQP_screenshot-2024-05-24-at-21543-pm.png" size="90" width="1727" height="1028" position="center" caption="Account Matching - ERP Accounts and Bank Accounts " showCaption="true"}