Set Up Default Bank Account
To set up a default bank account to use for tracking sales or purchases, or for payroll cheques:
- In the Home window on the Setup menu, click Settings.
- Choose the module for which you want the default bank account (Vendors & Purchases, Customers & Sales, or Payroll), and then click Linked Accounts.
- For the Vendors & Purchases, or Customers & Sales bank account, select the bank from the drop down list in the Bank Account To Use column.
- 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).