cancel
Showing results for 
Search instead for 
Did you mean: 
popeb
Level 1

How do I change the default bank account in the "Transactions" Banking tab?

now it is linked to the Savings account, not the main checking account
Solved
Best answer October 15, 2018

Best Answers
IntuitDiane
Level 2

How do I change the default bank account in the "Transactions" Banking tab?

Hello there popeb,

Thanks for visiting Community!

Currently, QuickBooks Online doesn’t set a default bank account although it will remember the bank account used on a transaction.

It will default to the first bank account listed on the Chart of Accounts. You can select the preferred bank account on your next transaction so it will populate automatically for your future transactions.

Please let me know if you have other questions.

View solution in original post

11 Comments 11
IntuitDiane
Level 2

How do I change the default bank account in the "Transactions" Banking tab?

Hello there popeb,

Thanks for visiting Community!

Currently, QuickBooks Online doesn’t set a default bank account although it will remember the bank account used on a transaction.

It will default to the first bank account listed on the Chart of Accounts. You can select the preferred bank account on your next transaction so it will populate automatically for your future transactions.

Please let me know if you have other questions.

View solution in original post

dopaxton
Level 1

How do I change the default bank account in the "Transactions" Banking tab?

Not being able to have a default bank for checks and deposits is awful and dumb.  I may have to go back to Quickbooks desktop!!!!  Online QB's needs some updating don't you think?

Angelyn_T
QuickBooks Team

How do I change the default bank account in the "Transactions" Banking tab?

Hi there, @dopaxton.

 

Please allow me to help share information about defaulting bank account for checks and deposits in QuickBooks Online (QBO).

 

Yes,currently, QBO doesn't set a default bank account for check and deposits. However, you may turn on the Pre-fill forms with previously entered content in the Account and Settings to remember the chosen bank.

 

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Click on Advanced from the left pane.
  4. Under the Automation section, put a check-mark on Pre-fill forms with previously entered content.
  5. Click Save.
  6. Click Done.

Once done, the bank previously chosen will be remembered by QuickBooks.

 

For you reference, you may check this article: How to use auto-recall to pre-fill transactions.

 

Feel free to add a comment below if you have any other QuickBooks or banking concerns. I'll be happy to help you!

GG67
Level 1

How do I change the default bank account in the "Transactions" Banking tab?

Prefill forms does not take care of the problem at all.  I am forever in need of going in to each account to make sure I and/or my clients have applied transactions to the correct bank account and I always find misplaced items.  Most of my transaction occur within the same account, so I'm not sure why QBO doesn't recognize this -GLITCH! I have moved most of my accounts back to QBD and I don't regret it.

fastaquatics
Level 1

How do I change the default bank account in the "Transactions" Banking tab?

We are having the same issue!  This must be fixed!

JonpriL
Moderator

How do I change the default bank account in the "Transactions" Banking tab?

Hello @fastaquatics,

 

The list of accounts in the Banking page is base on the bank or credit card account connected to the banking feeds. You can disconnect your current account and change it with the correct one. To disconnect:

  1. Go to Banking.
  2. Select your account.
  3. Tap the Pencil icon.
  4. Choose Edit account info.
  5. Hit the tick box on the Disconnect this account on save option.
  6. Click Save and Close.

In addition, here's an article you can read to learn more about how you can disconnect an account on the Banking page: Disconnect or delete an account from the Downloaded Transactions page.

 

Once completed, let me show you how you can connect the appropriate account a select a new one:

  1. Go to Banking.
  2. Select Add account.
  3. Enter your account name or website.
  4. Type in your login credentials.
  5. Tap Continue.
  6. Under Which accounts do you want to connect?, select the correct account.
  7. Click Connect.

Additionally, I've also included this helpful article that'll guide you on how you can add an account: Connect bank and credit card accounts to QuickBooks Online.

 

Lastly, I've got you this helpful article that'll guide you in categorizing your bank transactions: Download, match, and categorize your bank transactions in QuickBooks Online.

 

Keep me posted in the comments down below if you have any other questions. I'll be here to help.

A Jivani
Level 1

How do I change the default bank account in the "Transactions" Banking tab?

Really disappointed as this does not seem to work

Every time it just goes back to first choice on the chart of accounts.

Really dumb and annoying experience with QB online.

Desktop is a better option for lot of other work 

christylist
Level 2

How do I change the default bank account in the "Transactions" Banking tab?

And it is not defaulting to the first Bank/Checking account in the Chart of Accounts.  The account I would like it to default to when using the "Print Checks" screen is the first Bank, checking, or any account type in the COA, but everytime we try and print checks, it defaulting to the second bank account and no checks appear until we change the account from drop down list to the first account.  Any recommendation to make it default to the first?

jamespaul
QuickBooks Team

How do I change the default bank account in the "Transactions" Banking tab?

Hello, christylist.

 

I have information on how the bank account selection works in the Print Checks page. 

 

As what IntuitDiane pointed out, QuickBooks will always use the last bank account selected when printing the checks. We're unable to set a fixed default account in the Print Checks screen at this time. 

 

For now, you'll want to manually select the first bank account from the drop-down menu. It will appear again whenever you print checks recorded under it. 

 

Although, having a fixed default bank account for the Print Checks function would save users time. This might be added in the future updates for QuickBooks Online. You'll want to check our QuickBooks Blog for news about our program updates. 

 

Need help printing checks? This article can guide you with the steps and details: Print checks.

 

If you need a guide running an expense or income report, please check out our Reports topics here

 

I'll assist you with any other questions you might have for QuickBooks Online. Just reply here and I'll answer as soon as possible. 

 

cpevans
Level 2

How do I change the default bank account in the "Transactions" Banking tab?

Please fix this! I want to set a default bank account!

AbegailS_
QuickBooks Team

How do I change the default bank account in the "Transactions" Banking tab?

Hi there, cpevans.

 

Glad to see you here in the Community!

 

Currently, QuickBooks Online doesn’t set a default bank.QuickBooks Online uses "sticky" settings that remember the bank account used in the last transaction.

 

Features such as Checks, Pay Bills, and the Deposit to the field on the Receive Payments screen will always populate with the last account used when a new transaction is entered.

 

See this reference on how to use auto-recall to pre-fill transactions to remember the chosen bank.

 

I'm just a comment away if you still have questions. Have a good day.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us