Step 12: Account Matching (BC365)

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 once you've successfully matched your accounts, click next step note when installing the plugin in sandbox , the bank account is 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