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Join nowI'd be glad to help you with updating your account number in QuickBooks Online, utrealestatepro1.
Before you can update the account number, you will need to disconnect the account first. Please be reminded that once the account is disconnected, any transactions in the For Review tab will be deleted.
Here's how to disconnect the account:
After that, reconnect the account and enter the updated account number. You can refer to this article for the detailed steps in connecting an account in QuickBooks Online: Connect bank and credit card accounts to QuickBooks Online.
I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.
I'm all ears if you have other concerns with the program. Just post them here and I'll get right into it. I hope you're having a good week.
Hi, utrealestatepro
Hope you're doing great. I wanted to see how everything is going about changing your account number. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead!
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