Change a Linked Account
To link an account
- Ensure that you have
added the account you want to link. If you have not done so, add
it now.
- In the Home window,
on the Setup Menu, select Settings, open
the module you want to link the account with, and then open Linked
Accounts.
- Choose the new
account from the drop-down list.
- Click OK.
To switch one linked account
for another
- Ensure that you
have added the account you want to use. If you have not done so, add
it before beginning.
- In the Home window,
on the Setup Menu, select Settings, open
the module you want to change the linked account in, and then open Linked Accounts.
- Next to the name
of the linked account you want to switch, choose the new account from
the drop-down list.
- Click OK.
To unlink
a linked account
- In the Home window,
on the Setup Menu, select Settings, open
the module you want to unlink the account in, and then open Linked
Accounts.
- Click in the linked
account box you would like to remove and press the Backspace or Delete
key on your keyboard.
- Click OK.
To change the name of a linked
account
- Open the account record.
How?- In the Home window, click Company on the navigation pane.
- In the Accountant's Tasks pane, right-click the Chart of Accounts icon and select Modify Account from the menu.
- Select an account from the list and click OK.
- Next to the account number, change the account name. The linked account will automatically use the new name.
To delete
a linked account
Unlink the account
- In the Home
window, on the Setup Menu, select Settings,
open the module you want to unlink the account from, and then open Linked Accounts.
- Click in the
linked account box you would like to remove and press the Backspace or
Delete key on your keyboard.
- Click OK.
Delete the account
from the Chart of Accounts
- In the Home window, click Company on the navigation pane.
- In the Tasks pane, right-click the Chart of Accounts icon and select Remove Account from the menu.
- Select the account you want to delete and click OK.