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Replying to:
TomManley
Level 1

Adding accounts to a TD bank connection

My client connected several bank accounts in QB to her TD bank accounts. Now she wants to add her TD line of credit. Do you set that up as a bank account, or a credit card account. In either case, QB will not offer TD when we try to connect that account. "Managing the TD connection" does not allow us to add that account. What do we do?

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