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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
KlentB
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Thanks for keeping us updated, Peter3605.

 

If the customer information in your recurring template is still not automatically updated after performing the steps above, I'd recommend reaching out to our technical supports. This way, we'll be able to look into your account and investigate this issue. Here's how:

 

  1. Go to the Help icon.
  2. Select Talk to a human.
  3. Enter "Talk to a human" again in the search bar.
  4. Select I still need a human, then click Contact us.
  5. Choose a way to connect with us.

For more tips and resources in managing your customer transactions, you can browse a topic from our Help Article page.

 

Don't hesitate to leave a comment below if you have any other concerns or additional questions. The Community is always here for you.

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