To change Accounts and Banking linked accounts

Use the Accounts & Banking Linked Accounts window to change your Accounts and Banking linked accounts. (To find the Accounts & Banking Linked Accounts window)

1. From the Setup menu, choose Linked Accounts; from the submenu that appears, choose Accounts & Banking Linked Accounts.



2. The Accounts & Banking Linked Accounts window appears. Review the accounts that were selected for you (or that you previously selected), and make any changes that are needed.

An entry is required for each field in the window; if you wish to unlink an account, you must enter another account to replace it. If you're unsure of the account you want to use, click the search arrow. A selection window listing all your accounts will appear, and you can select the account you want to use.

3. Click OK.