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HandiLedger - Transfer BankFeed clients to another firm in HandiLedger

Updated this week

Move a BankFeed client to another accounting practice

Raise a new support case online and reference this article’s title. Make sure to include:

  • The client’s name or code.

  • BankFeed details (e.g. bank, feed type).

  • The name of the new firm.

This helps us process the request quickly and accurately.

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