How to change to account name to drop down not acc number

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EL1
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How to change to account name to drop down not acc number

Hi,

 

When I'm matching bank feeds to spend money account it drops down with the account numbers. I'm wanting to change this setting to the account name drops down.

 

How do I change this setting?

 

Thanks

Change settings.PNG
Change settings.PNG
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Steven_M
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Re: How to change to account name to drop down not acc number

Hi @EL1 

 

The ability to search accounts by name, not number, is a preference within the software. Should you wish to account name search within the software Setup>>Preferences>>Window>>Select and Display Account Name, Not Account Number would need to be enabled.

Kind regards,
Steven

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EL1
Contributing User
5 Posts
Contributing User
Contributing User

5Posts

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1Solutions

Re: How to change to account name to drop down not acc number

Thank you!

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