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It sounds like you would like to change your bank account in QuickBooks Online (QBO). I'd be delighted to assist you with this process to ensure a smooth transition for your financial data.
Before we begin, could you please confirm your specific requirements regarding your banking setup in QBO? If you intend to switch from your current Rural Bank connection to Bendigo Bank, we can seamlessly configure and manage this transition to ensure your financial data continues to flow efficiently into QBO.
This process involves disconnecting your Rural Bank account and establishing a new connection with Bendigo Bank in QBO. Please follow the enhanced instructions provided below to complete this transition smoothly:
- Log in to your QuickBooks account.
- Go to the Transactions menu.
- Select Bank transactions.
- Click the pencil ✎ icon, then select Edit account info.
- Tick the Disconnect this account on the save box. Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
- Select Save and Close.
By following these steps, you will be able to manually connect your Bendigo Bank account to QBO seamlessly. I'll provide this article for more detailed steps on how to connect and disconnect the bank in QBO: Connect and manage your bank account in QuickBooks Online.
Lastly, this article aims to assist you by offering an in-depth understanding of connection methods in QBO. It provides valuable insights and guidance, enabling you to make informed decisions and maximize the benefits of your banking integrations: Upgrade to a Bendigo Bank direct bank connection in QBO.
If you have different requirements or if you're aiming for something else, please feel free to reply to this thread. Providing additional information will be highly appreciated as it will enable me to offer a more detailed and tailored solution that precisely meets your needs. I am here to assist you and ensure your experience is seamless and satisfactory.
