How do I edit branch information?

For information how to edit your branch settings, look over this guide.

Branch information is updated in Configuration Manager under File > Configuration Management > Customer > Branch.

In this section of Configuration Manager, you can edit information for an existing branches or Create a New Branch.

This information includes the name, address, phone, fax, email, logo, GL account for Accounts Receivable/Invoice Discount, and any Branch Defaults.

To edit the Branch information, follow the steps below:

  1. Highlight which Branch you wish to modify
  2. Click Edit
  3. Override the fields which need modification. Most fields are text, but there are some that utilize a look up function which are listed below:
    • Click the camera icon to select a logo (gif, jpg, bmp)
    • Use the magnifying glasses next to the Branch Accounts to select the proper GL Accounts from your QuickBooks company
    • Choose which warehouse will pull in automatically for the branch from the drop down menus, if applicable
    • When QuickBooks Classes are associated with Branch, use the magnifying glass to select the proper option
  4. Any changes made on the Branches will go into effect after everyone restarts Acctivate (close and reopen the software).
BranchLogo