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?

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.

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,