Changing the Default Bank Account in QuickBooks Desktop

Dan DeLongKnowledgebase, Quickbooks DesktopLeave a Comment

In QuickBooks Desktop it is possible to change the default account that you open up when you do specific tasks. You can set personal Mreferences for the following check writing tasks:

  • Write Checks
  • Paying Bills
  • Paying Sales Tax
  • Making Bank Deposits
  1. Go to the Edit menu then Preferences.
  2. Select Checking at the left pane again.
  3. Go to the My Preferences tab.
  4. On the Select Default Account To Use section, put a checkmark next to the correct activity then choose the correct account on the drop-down.
  5. Hit OK once done.

The steps above are for choosing a default account when creating or writing checkspaying bills and sales tax, and making deposits. To select a default account for paychecks, follow these:

  1. Go back to the Edit menu then Preferences.
  2. Select Checking at the left pane again.
  3. Go to the Company Preferences tab.
  4. On the Select Default Account To Use section, choose the correct account on the Open the Create Paychecks form with account drop-down.
  5. Hit OK once done.

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