Here you can see all the Accounts and External Connections your client has configured with Insights.

1. Here you can see which Bank Accounts have been connected to Insights by the client.
2. This will show you the current status of each of the overall connections.
   1. Finicity is used to connect to Bank Account data.
   2. Quickbooks is used to connect to the client’s Quickbooks Online tenant.
3. If you need to manually attempt to refresh the account data you can click “Refresh Accounts” otherwise we will pull new data once per week.
4. This will detail when the last sync of the data was- so you can know what time frame you’re working with in the data provided in the tool.