How to update your accounting integration credentials in ParishSOFT Family Suite after resetting your accounting password

If you have reset your password in ParishSOFT Accounting you must also update your Accounting Integration credentials in ParishSOFT Family Suite.  To do so, follow these steps:

1. Go to ParishSOFT Family Suite → Administration module → Manage Staff 
2. In the Name Column of the Staff List, click the staff-person's name to access their permissions
3. In the Access Rights tab, choose the correct organization for the staff member; click Edit Details
4. To the right of Offering, click the gear button
5. Make sure the correct organization is displayed in the organization selector field, then:
   • Click the Edit Details button at the bottom of the window.
   • Mark the checkbox for PSA Integration/Offering.
   • Click the Gear button to the right, and add the Accounting credentials for this staff.
     
     
6. Once you have added the Accounting credentials, you must click the Save & Close button at the bottom of the page.

Updated November 06, 2024 17:02