I'm here to provide you with the steps on how to edit the account number, johnkramer.
To successfully update the account number, you'll have to disconnect your current connection first. Then, reconnect your account again after the changes have been made. Here's how:
- Go to the Lists menu, then select Chart of Accounts.
- Highlight the account and click the Pencil icon to edit.
- Select Online Settings.
- In the Download Transactions drop-down menu, choose Not enabled.
- Hit OK to confirm, then select OK to close the window.
Once done, follow these steps to edit the account number:
- Click Accounts and right-click the name of the account.
- Select Edit Account.
- Update the account details.
- When you're done, click OK.
After that, you may now reconnect again the account to QuickBooks Desktop for Mac. In addition, here are some resources that you can browse to help review your online banking transactions in the program:
Keep me posted if you have any other concerns or further questions about bank feeds. Have a great rest of the day.
