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Articles on: Sprwt Supprt

What is the Connected accounts card on the dashboard and why does it warn that sync is paused?


The Connected accounts card lists each linked institution with its logo, and under it every linked account with its name, the last digits of the account number and the live current balance and currency fetched from Plaid. Click View to open the Connected Accounts page. If any account needs attention – either it has never done its initial import or the bank requires you to log in again – the card shows the warning "Sync is paused for some accounts until you refresh your connection!". Go to Connected Accounts and use Import or Re-authenticate on that account. If no bank is linked, the card invites you to Connect my account.

Where to find it: /admin/accounting/dashboard