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MrUnqiue's avatar
MrUnqiue
Experienced User
2 years ago

how to edit Direct entry user ID

I typed in a random number for the direct entry user ID under "Prepare electronic payments" as I did not know it and wanted to test something... I can't figure out how to edit or change it again?

  • Steven_M's avatar
    Steven_M
    2 years ago

    Hi MrUnqiue 

     

    The Direct User ID of an account can be changed using the following process:

    1. Navigating to Accounting>>Chart of accounts
    2. Selecting the desired bank account
    3. Updating the Direct entry user ID field
    4. Selecting Save

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  • Steven_M's avatar
    Steven_M
    Former Staff
    2 years ago

    Hi MrUnqiue 

     

    The Direct User ID of an account can be changed using the following process:

    1. Navigating to Accounting>>Chart of accounts
    2. Selecting the desired bank account
    3. Updating the Direct entry user ID field
    4. Selecting Save