Set Up Default Bank Account

To set up a default bank account to use for tracking sales or purchases, or for payroll cheques:

1. In the Home window on the Setup menu, click Settings.
2. Choose the module for which you want the default bank account (Vendors & Purchases, Customers & Sales, or Payroll), and then click Linked Accounts.
3. For the Vendors & Purchases, or Customers & Sales bank account, select the bank from the drop down list in the Bank Account To Use column.
4. For the Payroll bank account, select Incomes, then choose a bank in the Principal Bank field.

Now, each time you open a sales invoice, purchase invoice, or paycheques window, the default bank account appears in the bank account field (and the associated revenue or expense is assigned to the identified bank account).

 

Published: June 21, 2016
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