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

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

This is how you rematch a connected bank account to a new Xero bank account:
  1. Go to the Bank Accounts page under Workflows And Settings.
  2. Hover over the respective bank account and click on the three-dot icon:

  3. Select "Rematch Xero bank account".
  4. 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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