Updating Login Credentials in Cloud Banking
How to Update Sign-in Information in Cloud Banking
It’s a good idea to change passwords often. When the credentials used to log in to online banking at the bank’s website change, they will need to be updated in CustomBooks™ so that Cloud Banking can still connect and get transactions. If this isn’t done, the connection may return an error. Here’s how to update the credentials:
- Navigate to Bank > Cloud Banking.
- Choose the bank or credit card account from the dropdown list.
- Click the double-box button (Open account detals) to the right of the bank name.
- Go to the Online tab, and then click Edit Sign-In info button.
- Enter your credentials.
- Click Proceed.
Note: If the system detects that the credentials have changed at the bank, it will prompt you to re-enter them when refreshing.Need help applying this to your business?
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