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Fix Manual Bank Account Setup to be Integrating Bank Account

  1. Make sure Bank Integration is configured in Manage > Company > Profile
  2. Note which GL Account each Bank Account is tied to before proceeding
  3. Delete Bank Account(s)
  4. Delete Bank Branch(es)
  5. Add Bank Account > (using Integrating Bank tile)
  6. Assign same Bank Account information including the correlated GL Account
  7. All Bank Account information including Reconciliations, Deposits, etc. should follow the GL Account to the newly created and integrating Bank Account.