ANSWER ID:36144BankLink Books BankLink uses the Practices' unique BankLink Online sub domain to retrieve files for your particular practice. If you're an accountant that needs to access a BankLink client file using BankLink Online which is currently being accessed by another practice, the sub domain will need to be edited.
This process will also need to be done if you have changed your Practice sub domain (e.g. a requested name change), or if the client has come to your practice from a previous accountant who also used BankLink Online. | UI Expand |
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| title | To edit the sub domain reference in BankLink Books |
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you will need to perform the following process: | - Open BankLink Books.
- Select the following menu options Get Client files > From BankLink Online.
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- A window to select clients updated from BankLink Online will appear.
- Click Edit Connection
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located at the top right hand corner- (in the top right corner).
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Enter in the alternative sub domain, also the - Enter the alternative subdomain,.
Enter the username and password
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you have associated associated with that sub domain.
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This information is provided by the accountant.
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Click OK.
The changes are now saved and you will be able to see any client files that have been sent via BankLink Online for that sub domain.
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| Reset password If your client does not recall their password, you can reset it from the login page for BankLink Online. |
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PRODUCT: BankLink Books - Click OK to save the changes.
You will now be able to see any client files that have been sent via BankLink Online for that sub domain. |
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