How do I edit the Customer ID in the Account Detail?

srmason58 · February 2020

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 · February 2020

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 · February 2020

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 · February 2020

Thanks,

How do I edit the Customer ID in the Account Detail?

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