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Mass Change Checking Accounts

If you're replacing a checking account with another one, you can mass change all of the associations for the original checking account to connect them with the new checking account.

  1. Under Manage Records, click the Chart of Accounts tab.
  2. In the drop-down list, select Add/Edit Chart of Accounts and click Go .
  3. Select Mass Change Checking Accounts.
  4. Select the accounts you want to change and the account associations that you want to connect with the new account.
  5. Click OK.
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