---
title: Step 15: Account Matching
slug: svb/step-15-account-matching
description: Use the installation wizard to match your ERP Accounts directly to the appropriate Bank Accounts.
docTags: qsTTpmTCpLZnj3pL4Rz_Z
createdAt: 2022-08-18T17:36:08.000Z
---

## Matching Accounts

The next step in the installation wizard is to match your ERP Accounts to the corresponding Bank Accounts.

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### Match Accounts

Drag an ERP Account from the left column and drop it onto the desired Bank Account. 

Continue until all accounts are matched.
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:::WorkflowBlockItem
### Select Default Account

To select your preferred default account, hover over the desired source account and click the star icon. This sets the default selection in the source account dropdown (you can change it anytime in the Account Matching screen here).

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/d7Yl7FhnNYhI6lHmPbIQP_screenshot-2024-05-24-at-21543-pm.png" size="80" width="800" height="476" position="center" caption="Account Matching - ERP Accounts and Bank Accounts " darkWidth="800" darkHeight="476" showCaption="true"}

Once you've successfully matched your accounts, click **Next Step**.
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:::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.
:::