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Quicken Classic for Windows
New to Quicken/Getting Started (Windows)
How do I edit the Customer ID in the Account Detail?
srmason58
I am having trouble editing the Account detial, I need to update my customer ID that I uses with my bank, but this field is grayed out and I am not able to edit it. How is this done?
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Accepted answers
Sherlock
I suggest you deactivate the
Online Services
associated with the register: open the register, press
Ctrl + Shift + E
, select the
Online Services
tab and
Deactivate
. When you subsequently setup the
Online Services
, you'll be able to specify the new
Customer ID
. When Quicken provides the accounts found at the financial institution, be careful to
link
the account to the appropriate existing register.
All comments
Sherlock
I suggest you deactivate the
Online Services
associated with the register: open the register, press
Ctrl + Shift + E
, select the
Online Services
tab and
Deactivate
. When you subsequently setup the
Online Services
, you'll be able to specify the new
Customer ID
. When Quicken provides the accounts found at the financial institution, be careful to
link
the account to the appropriate existing register.
srmason58
Thanks,
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