Updating Login Credentials in Cloud Banking

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:
  1. Navigate to Bank > Cloud Banking.
  2. Choose the bank or credit card account from the dropdown list.
  3. Click the double-box button (Open account detals) to the right of the bank name.



  4. Go to the Online tab, and then click Edit Sign-In info button.



  5. Enter your credentials.
  6. Click Proceed.

InfoNote: If the system detects that the credentials have changed at the bank, it will prompt you to re-enter them when refreshing.