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How to change the matching of a connected bank account and a Xero bank account

Updated over 2 months ago

This is how you rematch a connected bank account to a new Xero bank account:

  • Go to Bank Accounts under Workflows and settings

  • Hover over the respective bank account and click on the Three-dot icon:

  • Select "Rematch Xero bank account"

  • Find the preferred Xero account, or create a new one via the +NEW XERO BANK ACCOUNT button, then click on MATCH:




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