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Subject Author Date
Changing Customer ID in Quicken 2007 Don S. 06-04-2008
Posted by Don S. on June 4, 2008, 6:06 pm
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 I use Quicken 2007 Deluxe and I want to change my Customer ID in the
"Account Details" box, but it's grayed out. I have changed my Login ID at
my bank and I want to change my Customer ID in Quicken so my on-line updates
from my bank will take place. How can I do it?

v/r,
Don



Posted by John Pollard on June 4, 2008, 8:25 pm
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 Don S. wrote:
> I use Quicken 2007 Deluxe and I want to change my Customer ID
> in the
> "Account Details" box, but it's grayed out. I have changed my
> Login
> ID at my bank and I want to change my Customer ID in Quicken
> so my
> on-line updates from my bank will take place. How can I do
> it?

Try "Change Online Services > Remove from One Step Update" (on
the Overview tab). Backup first.

[If you have downloaded transactions waiting to be processed or
payments to send; process them first.]

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Don S. on June 4, 2008, 9:08 pm
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> Don S. wrote:
>> I use Quicken 2007 Deluxe and I want to change my Customer ID in the
>> "Account Details" box, but it's grayed out. I have changed my Login
>> ID at my bank and I want to change my Customer ID in Quicken so my
>> on-line updates from my bank will take place. How can I do it?
>
> Try "Change Online Services > Remove from One Step Update" (on the
> Overview tab). Backup first.
>
> [If you have downloaded transactions waiting to be processed or payments
> to send; process them first.]
>
> --
>
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>
Thanks, John. It worked.

Don



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