Forum Discussion

EL1's avatar
EL1
Contributing User
4 years ago
Solved

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...
  • Steven_M's avatar
    Steven_M
    4 years ago

    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.

Steven_M's avatar
Steven_M
Former Staff

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.

EL1's avatar
EL1
Contributing User
4 years ago

Thank you!