In Suppliers, how do I give the Supplier an Account Number. Can't access Preferences

Lyn Duffy_6169054
Lyn Duffy_6169054 Member Posts: 2
edited August 2019 in Accounts Hosted
An outside source is entering my accounts payable data into Reckon Hosted.  They use Account Numbers for Suppliers to make sure the data reconciles.  I do not know how to use Account Numbers for Suppliers.  I cannot access Preferences.

Comments

  • DFB
    DFB Member Posts: 33 ✭✭
    edited December 2016
    Hi Lyn, even though you cannot access preferences, you should be able to Edit Supplier. Then on the second tab "Additional Information" there is a field called "Account Number" This field can be alpha or numeric. This is where we assign unique account numbers for our suppliers and for customers.

    Hope this helps/
  • Lyn Duffy_8858328
    Lyn Duffy_8858328 Member Posts: 1
    edited December 2016
    Thanks for that. I haven't had the need to use it before either.