Change a Linked Account

To change many linked accounts at one time, use the Linked Accounts wizard.

ClosedTo link an account
  1. Ensure that you have added the account you want to link. If you have not done so, add it now.
  2. 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.
  3. Choose the new account from the drop-down list.
  4. Click OK.
ClosedTo switch one linked account for another
  1. Ensure that you have added the account you want to use. If you have not done so, add it before beginning.
  2. 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.
  3. Next to the name of the linked account you want to switch, choose the new account from the drop-down list.
  4. Click OK.
ClosedTo unlink a linked account
  1. 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.
  2. Click in the linked account box you would like to remove and press the Backspace or Delete key on your keyboard.
  3. Click OK.
ClosedTo change the name of a linked account
  1. Open the account record.
    ClosedHow?
    1. In the Home window, click Company on the navigation pane.
    2. In the Accountant's Tasks pane, right-click the Chart of Accounts icon and select Modify Account from the menu.
    3. Select an account from the list and click OK.
  2. Next to the account number, change the account name. The linked account will automatically use the new name.
ClosedTo delete a linked account
ClosedUnlink the account
  1. 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.
  2. Click in the linked account box you would like to remove and press the Backspace or Delete key on your keyboard.
  3. Click OK.
ClosedDelete the account from the Chart of Accounts
  1. In the Home window, click Company on the navigation pane.
  2. In the Tasks pane, right-click the Chart of Accounts icon and select Remove Account from the menu.
  3. Select the account you want to delete and click OK.

Published: June 27, 2019
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