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usaabank
Level 1

I have changed banks. How do I change the register to default to the new bank?

I have changed banks. How do I change the register to default to the new bank?

3 Comments 3
Mark_R
QuickBooks Team

I have changed banks. How do I change the register to default to the new bank?

It's good to see you here in the Community, @usaabank.

 

I'd love to help you with your concern about changing the default bank account on the register. But can you please provide additional information on this? Any further details would help us provide the best resolution on this matter.

 

Please know you can continue to reach me here with your additional questions. I'll be standing by for your response.

ww_94
Level 2

I have changed banks. How do I change the register to default to the new bank?

I have the same question, but I do not understand what "ADDITIONAL" information you would need?

The issue is that when I hit CTR+R, a window opens up for me to choose what register I want to use while showing a "default" register (automatically showing). This "default" register name is where I want to change it to something different. How is that done? I went into EDIT/PREFERENCES/CHECKING, but nothing about registers.

 

 

 

 

 

katherinejoyceO
QuickBooks Team

I have changed banks. How do I change the register to default to the new bank?

Thanks for adding your concern to this forum, @ww_94. The additional information we're referring to here is a screenshot of your register. That way, we can take a closer look at the issue and help you fix it.

 

Additionally, the account that will show in the drop-down list from your register depends on what's first on the list. 

 

To show the bank account you want to use as default, you'll want to drag the diamond buttons on the side to sort your account list. Please know that only bank accounts will appear on the list. See this screenshot below:

image.png

For future reference, check out this article to learn more about balancing your books: Reconcile an account in QuickBooks Desktop.

 

Get back to us if you have more questions in managing your account register. We're always around to guide you more. 

 

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