Add, Change, or Remove a Linked Account for Sales

Before you can perform these tasks

Switch to single-user mode (Premium)

To add change, or remove a linked account for sales:

Add or change a sales linked account

  1. In the Home window, on the Setup menu, select Settings. Open Customers & Sales, and then Linked Accounts.
  2. Select an account to use with:
  3. Click OK.

Remove a sales linked account

  1. In the Home window, on the Setup menu, select Settings. Open Customers & Sales, and then Linked Accounts.
  2. Select the linked account you want to remove and press Backspace.
  3. Click OK.

What do you want to do?

Change or remove linked accounts using the Linked Accounts wizard

Change the linked bank account for sales