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

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Barheys
Level 3

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I think this only works if you are in "accountant" mode and not in "client" mode. I tried yesterday and couldn't do it - almost certainly because I was in a client's quickbooks. However, I was in the accountants view this morning and had another go and it was fine. 

 

Cheers

 

Syd

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