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Remove Smart Field into the Accounting Services Proposal

Remove Smart Field into the Accounting Services Proposal

Aug 6th, 2022

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How to Remove Smart Field into the Accounting Services Proposal

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31 votes

In this tutorial, the focus is on unlinking a bank account from QuickBooks Online, particularly in relation to the banking feed feature. This feed connects to the user's bank account, providing real-time transaction updates. Users must ensure that they match entries correctly to avoid duplicate transactions, which can lead to discrepancies in financial records and complicate bank reconciliations. It's important to exercise caution when using the banking feed, as while it can be beneficial initially, it may become challenging to manage. The tutorial emphasizes the significance of accurate entry matching to maintain the integrity of financial data.

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