Add, Change, or Remove a Linked Account for Sales

ClosedBefore you can perform these tasks

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

ClosedAdd 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.

ClosedRemove 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?