Updated 24 Jul 2024
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This happens when you are missing some permissions on your Web Service User. Please refer to the Web Service User section inside the Installation Guide.
This happens when you have inputted incorrect information in the previous step of the wizard. Make sure you include the Web Service User information, and not the user's native Intacct credentials. You will also need to make sure that the Web Service User has been created with admin access.
If the account is in 'pending' status, it means that there have not yet been any transactions pushed for this account. You will need to wait until there are transactions on this account before seeing it marked as 'connected'.
Sage Bank Feeds allows you to connect multiple accounts to the plugin. Once one bank account has been connected to bank feeds, other accounts can be connected in one go, via a financial institution connection. Refer to the section Multi-Account Bank Feeds Setup in the Product Guides.